Kerry has heard many people say “they didn’t believe they had sufficient assets to warrant getting an estate plan.”

Do you have a bank account, a pet, a car, a retirement account, a new house?  Congratulations, you have an estate!

There is no “required minimum” for creating an estate plan.  Money is just ONE asset that can be managed within an estate plan…it need not be the reason for the plan.

Kerry deeply believes in helping her clients “leave love behind, not logistics” (CBS Sunday Morning Quote – Amy Pickard, creator of Good to Go). Ultimately estate planning is just that – A PLAN!  Think of it like your “out of office memo.”   It’s a mechanism to ensure that people of YOUR CHOICE can act on your behalf (and/or your family’s behalf) when you can’t.  Money is just one aspect of this, others are health care decisions for you, making sure your business carries on, making sure your family can carry on financially and health-wise. 

Education:

• Rosemont College, Bachelor of Arts (B.A.) in English
• Suffolk University Sawyer School of Business (M.B.A.)
• Suffolk University Law School (J.D.)

Admitted to Practice

• Commonwealth of Massachusetts

Prior to Joining Danger Law

• 15-year career at Fidelity Investments in a variety of client facing and operational roles
• After law school Kerry worked in the securities industry as in-house counsel for several  bank and private wealth management mutual funds (writing prospectuses, etc.)
• For the last 6+ years Kerry has her own firm – K. Reilly Law – where she focused her planning on the 99%.

Outside of Danger Law

• Member of the Massachusetts Bar Association & its Probate Council
• Speaker for Massachusetts Continuing Legal Education, Inc. (MCLE New England)
• Former member of the Boston Bar Association and former co-Chair of the Taxation Committee
• Traveling (12 countries so far, not including the US)
• A good book on the beach