Head of Estate Planning and Probate Servies
: Sacramento, CA
Head of Estate Planning and Probate Services, and Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization
David L. Kelly graduated from Stanford University and Stanford Law School. He is an attorney and mediator with a broad range of experience that he uses to assist clients in creating and preserving wealth and building legacies. David is known by his clients as a bridgebuilder connecting people and solutions that span generations. David's legal practice focuses on trust, estate and charitable planning and administration as well as providing strategic support in trust and estate litigation matters. David has also represented clients in business, real estate and corporate matters and served as general counsel of a diversified investment company focusing on real estate and energy. As an attorney/mediator David has special training in listening and planning for his clients' needs and interests. A graduate of Stanford University and Stanford Law School, David has been certified as a specialist in Estate Planning, Trust & Probate by the Board of Legal Specialization of the California State Bar. He is a member of the Wealth Counsel Network and a Fellow of The Institute for Global Wealth Strategies Planning, having completed a three-year post-doctorate program in advanced estate planning. David co-authored Generations, Planning Your Legacy and is a member of the Sacramento Estate Planning Council. David and his wife Andrea have lived in Placer County since 1978; they have four children and three grandchildren. David has been active in a variety of civic and philanthropic projects and is a past President of Roseville Arts. David and Andrea both have a passion for collecting California funk art and have been active supporters of the nationally acclaimed Lincoln Arts' Feats of Clay competition.