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Overview

Kelly Mohr is a senior paralegal with more than 25 years of experience handling trust and estate planning matters. Kelly focuses on all aspects of estate and trust administration, including the preparation of estate and gift tax returns, accountings and judicial council forms. She is highly skilled in assisting attorneys and clients with tax planning, calculating finances, allocating assets, administering trust funding and preparing documents to execute trust funding and the distribution of estate assets.

Kelly is also a Certified Notary for the State of California.

Education

  • University of San Francisco, Certificate in Paralegal Studies
  • California State University East Bay, B.A.

Affiliations

  • Enrolled Agent, Internal Revenue Service
  • Member, San Mateo County Bar Association