FIXED FEES AND FLEXIBLE SERVICE: A WINNING COMBINATION . . . Imagine a lawyer who is so caring, she drives out of her way on a weekend trip to make a “house call” at no extra charge! That’s just one of the extraordinary things Kelly Shovelin did to help me and my mother, who is unable to travel because of her health. My daughter recommended Kelly when I needed to do some personal estate planning. Kelly immediately impressed me. Not only does she have a vast knowledge of her field, she communicates her expertise in a way that makes perfect sense. Around the same time that Kelly was helping me plan my own estate, my mother asked me to take over her finances because her health no longer permitted her to handle her affairs independently. I was very concerned to discover that my mother was experiencing a steady and substantial depreciation in her assets while incurring the substantial costs of in-home care. Kelly conducted a thorough review of my mother’s estate (based on planning my mother had done with another lawyer), and uncovered several ineffective strategies and omissions. For example, we were not aware that as the spouse of a veteran, my mother was eligible for VA benefits. Kelly clearly explained the steps we needed to take to apply for benefits that would defray the cost of an at-home caregiver. This assistance alone has more than paid for Kelly’s services. In fact, at this writing, my mother has received benefits three times greater than the flat-fee invoice from Four Pillars Law Firm. I really appreciated Kelly’s willingness to communicate directly with my mother’s other professional advisors. Knowing that Kelly was overseeing the people responsible for moving assets and performing other financial transactions freed me and my family to focus on what was truly important…my mother’s wellbeing. When Mom needed to review and sign documents necessary for the VA application, Kelly made special arrangements for an in-house visit since my mother’s health does not permit her to travel. Kelly had regularly amazed me with her prompt communication and her excellent written and verbal skills, but this generous act topped everything! I cannot say enough about my appreciation for Kelly; her advice and guidance have been invaluable to me and my family. Kelly took what seemed like a million pieces to an unsolvable puzzle, and put them together in a way that creates a complete picture. What I see is an exceptional professional and a kind individual with our best interests as her priority!
Imagine a lawyer who is so caring, she drives out of her way on a weekend trip to make a “house call” at no extra charge! That’s just one of the extraordinary things Kelly Shovelin did to help me and my mother, who is unable to travel because of her health.