We're not your regular law practice. Kelly began her legal career 20 years ago as a commercial litigator and then served as General Counsel for small businesses and then within a business unit for a Fortune 500 company. She is also a certified life coach (http://www.soulfulmind.com/), a theologian and interfaith minister who brings a holistic approach to legal guidance. As our business name indicates, we emphasize the legal counseling function.
We believe in connected and personalized service for each and every client. Our approach is first and foremost about education – giving you the information you need to make the important and necessary decisions for your family and your business. We then collaborate and design a legal life or business plan that best suits your needs.
Certifications and Affiliations
We know how important your family and legacy are. That's why if your children are minors, we design short-term and long-term children protection plans with every estate plan. Don't let your lack of planning cause the authorities to take temporary or long-term custody of your children or to appoint an unrelated third-party (who bills hourly) to handle their financial matters in the event of your incapacity, when you die or if you’re otherwise unable to get home to them for any reason.
The traditional billing method for lawyers is the billable hour. This model encourages inefficiency and serves to deter clients from reaching out with questions. We charge flat-fees for our estate and business planning services and establish alternative fee arrangements for other services. We encourage consistent communication with our clients. With no time clock you never have to be reluctant to call with a quick (or not-so-quick) question. This means we work effectively, efficiently and there are never any surprise bills!
We do not have an expensive downtown office and the overhead that goes with it.
We are a modern professional virtual-based office with a personal touch! This means we often make “house calls” or “office calls” to meet our clients where they are. This makes the legal process as comfortable and non-intimidating as possible. We also have conference rooms available in Morristown and Somerville. We use modern technology to streamline the client experience by using online forms, appointment scheduling and document signings (when appropriate) so the process is as efficient as possible.
We plan for your whole life and business, not just your money and assets. Kelly is a certified life coach and an interfaith minister who brings a holistic approach to legal counseling. Life and Legacy Planning is so much more than financial wealth. We believe your financial wealth is only one aspect of your overall “Life and Legacy,” which also encompasses creating an Ethical Will to preserve your far more valuable intellectual, spiritual and human assets – who you are and what you care about beyond money, including your values, insights, stories, wisdom and successes. Most lawyers only focus on transferring your financial wealth to the next generation; we focus on helping you to identify, build and protect your valuable assets during your lifetime and leaving a legacy of love that goes far beyond money, after you are gone. To do this properly, we limit the number of clients we accept each month so we can guide the client and not just a case file.
Traditional legal services primarily prepare documents that are likely complicated and confusing. You may get a cursory explanation, which clarifies some basic things, but leaves many others unclear. But, you sign them anyway and feel relieved that you can check this task off your to-do list and don't think about it again. Years go by and your life, business and financial situation change and you never revisit your legal plan. Then when it becomes time for you to refer to the business contract or for your family to rely on those documents, it is discovered that they have become significantly outdated and not nearly as instructive or helpful as you thought.
Although producing effective legal documents is a by-product of our service, it is not the main focus. Our intention is for you to experience a new type of legal service. The operative concept is "service." We will serve your needs by educating you, taking the time to get to know you, your family, your business, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce a legal plan that is exactly right for you. We are here to serve as guardians and counselors to help you feel protected and supported and to foster peace of mind.
You are busy building your business. Our Outside General Counsel services provide you with reliable and responsive legal guidance that isn't prohibitively expensive. We help your business act proactively and prophylactically to minimize time, resources and money spent on legal issues. You may not even be aware of all the ways you are leaking money, putting yourself at risk and possibly limiting the positive impact you can have for your customers. Through asset/creditor protective methods and risk mitigation strategies, we can help you keep more money in your accounts, watch out for pitfalls, handle sticky situations (ideally before they even get sticky) and effectively handle the parts of your business that are especially challenging.
We offer flat-fee business packages designed to help business owners manage their most precious resources - their time and money - associated with legal issues on an ongoing, predictable basis.