Delivering concierge estate planning services by designing secure, tax-efficient legacies — compassionately tailored to each family's unique and special needs.

Claire C. Kelly, Esq.

Claire developed a passion for estate planning law in 2011 and enjoys the creativity involved in designing bespoke estate plans to meet the needs of the most discerning client. Estate planning involves more than legal and tax considerations - it’s about protecting your loved ones in the event you’re no longer able to take care of them yourself. Claire’s understanding of her clients and their loved ones enables her to craft an estate plan reflecting their unique values and needs. 

Claire has been fortunate to leverage her estate tax and estate planning knowledge in service of the community. Her volunteer experience includes estate planning for first responders through Wills for Heroes and tax preparation through the Capital Area Asset Builders. When not collaborating with clients to design their perfect estate plan, Claire enjoys woodworking, traveling, and spending time with her husband and three children.

Services

Estate Planning

These documents provide instructions for the disposition of your assets after death and are powerful tools in planning for the future. Estate Planning may involve the following:

  • Last Will & Testament

  • Trusts

  • Gifts of Personal Property

  • Tax Planning

  • Trust Funding

  • Funeral Directive

Incapacity Planning

Whether you prefer a will or a trust, your package will include comprehensive incapacity planning. Depending on your needs, this may include devices such as:

  • Durable Powers of Attorney

  • Healthcare Powers of Attorney

  • Advanced Health Care Directives (“Living Will”)

  • HIPPA Medical Releases

Guardianship

I take pride in ensuring clients have peace of mind in knowing that their children will be cared for should the client become incapacitated or die. This may include: 

  • Petition court for guardianship of disabled child turning 18

  • Naming Permanent Guardians

  • Naming Temporary Guardians

  • Power of Attorney for Temporary Guardians

  • Special Needs Trusts

Call today or schedule an estate strategy session to take your first step in protecting your family’s future.

Book an Appointment