Kelly M. Barry

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, as well as serves on the Board of Directors for the Estate and Financial Planning Council of Southern New Jersey.