CARLY KOLO is an associate in our Estate Planning and Probate group. When clients come to Carly to discuss their future plans, their desire to provide for and protect their loved ones, or the concerns they have about their finances and health in the years ahead, she knows that what they don’t say is just as important as what they do express. Acting as both a receptive and empathetic sounding board as well as a seasoned and knowledgeable practitioner, Carly guides individuals and families through the sensitive yet critical conversations involved in preparing and implementing comprehensive estate plans and the complexities of administering estates and trusts. By doing the work she has made the focus of her career, Carly allows her clients to focus on living their lives with fewer worries and more peace of mind.
While Carly crafts estate plans and documents tailored to each client’s unique family dynamics, financial picture, and personal goals, she does so with the insights and perspectives that can only come from vast, diverse, seen-it-all experience. She has prepared plans for high-net-worth individuals and those with more modest estates, business owners and blended families, couples just starting their life journey together, and those approaching their golden years. In every case, Carly’s ability to help her clients define and refine their objectives and her clear, plain-spoken way of explaining how a plan facilitates those objectives has earned her the trust of countless clients.
In estate and probate administration matters, Carly relieves the practical burdens and legal complexities of family members and others who, while well-intentioned, may not have the knowledge, time, or resources to address the many responsibilities involved in administering and wrapping up an estate. She keeps her clients fully informed and endeavors to wind down affairs efficiently and conclusively.
