Kelly A. Mohr joined Carr McClellan to continue her distinguished career in trust and estate administration. Ms. Mohr earned her Certificate in Paralegal Studies from the University of San Francisco. She holds a Bachelor of Arts in Liberal Studies from California State University at Hayward. Kelly is also an enrolled agent with the Internal Revenue Service.

Ms. Mohr is involved in all facets of the estate and trust administration including valuation and allocation of assets for sub -trust funding and distributions to beneficiaries; document preparation and management to effectuate the distribution of assets; assist with forms issued by financial institution to clients; and preparation of US Estate Tax Returns, accountings, and pleadings with the probate court.

Experience & Affiliations