Known for her highly personable and practical approach, Kelly provides strategic and tax-efficient counsel in all areas of estate planning and estate administration. Kelly knows estate planning is one of the most important gifts you can bestow upon your family, and her goal with each of her clients is to ensure a smooth transition of their assets. Her customized approach provides her clients with personalized attention to address their unique circumstances. She provides thoughtful and creative advice in all aspects of estate, trust, and related tax matters, including planning for both simple and complex estates, and probate litigation. Kelly prepares sophisticated estate planning documents such as Last Wills and Testaments, revocable and irrevocable trusts, Durable Powers of Attorney, Living Wills and Advance Healthcare Directives. She also assists clients with gifting and transfers of family assets and closely-held businesses.
Kelly works closely with her clients to create a seamless process in probate matters, including intestacy proceedings, probate of Wills, marshaling and inventorying estate assets, preparation and filing of federal and state death tax returns, preparation of formal and informal estate accountings, and the final distribution of estate assets to the beneficiaries and heirs of the estate. She also assists clients with post-mortem estate planning opportunities.
A strong advocate for the advancement of women in the legal profession and in the business world, Kelly serves as Co-Chair of the Membership Committee of the South Jersey Chapter of the National Association of Women Business Owners (“NAWBO”). She also serves on the Board of Trustees of the nonprofit organization Interfaith Caregivers.
Prior to joining Archer, Kelly was a business and corporate attorney with a national law firm where she was involved in transactional law, tax, and trusts and estates matters.
Kelly served as a law clerk to the Honorable Jeanne Covert, Assignment Judge for the New Jersey Superior Court in Burlington County and as a judicial extern for the Honorable Elizabeth Hey, United States Magistrate Judge for the Eastern District of Pennsylvania.
Professional and Community Involvement
- Co-Director of Membership, National Association of Women Business Owners-South Jersey Chapter (NAWBO-SJ)
- Board of Trustees, Interfaith Caregivers
- Camden County Bar Association
- Burlington County Bar Association
- Philadelphia Bar Association
Past Speaking Engagements and Seminars
- “Archer 10th Annual Estate Litigation Seminar,” (November 2022)