Shelly concentrates on estate planning and trust and probate administration. Her responsibilities include assisting lawyers with:

  • Preparation of wills, trust agreements, powers of attorney, and health care documents
  • Asset transfers and beneficiary designations
  • Valuation of assets
  • Estate and fiduciary income tax returns
  • Preparation of inventories and final accountings of assets
  • Court document drafting and filing
  • Management of trust and estate accounts, including annual accountings and bill payment

Credentials

Education

Globe College, Oakdale, MN

Inver Hills Community College

Certifications / Specialties

  • Minnesota Certified Paralegal (MnCP)

News & Insights

Affiliations

Professional Associations

  • Member (2012-present) and Chair, Probate and Tax Law Section (2015-present) – Minnesota Paralegal Association

Community Involvement

  • Committee Member (2017-present) – M&B Cares
Close