Jo Kelly

Jo Kelly

Executry Paralegal

Private Client

Contact

About Jo

I started my career in 2000 in the banking sector and in 2004 obtained a Paralegal qualification from the University of Strathclyde in Wills, Trusts and Executries. For the last 10 years I have worked in private practice and undertaken a wide variety of Private Client work. In May 2015 I joined Balfour+Manson to work as an Executry Paralegal in the Private Client department.

Specialist area

I am responsible for the investigation of estates, ingathering of estate information, preparation of tax and court forms, distributing the estate assets and preparing estate accounts.