WE WILL HELP YOU PROTECT YOUR FUTURE AND YOUR FAMILY

We were very pleased with the whole experience. Everyone we dealt with made what isn't a desirable task a pleasant experience...

- Thomas P.

We felt very comfortable working with the folks at Estate Planning & Elder Care. Good solid advice, no pressure to sign up for unnecessary services. All Good!

- Jack H.

Very professional and thorough. A much better experience than I had with a previous lawyer that set up our initial trust.

- Mark K.

Shelly A. Morell

Senior Paralegal/COO

Attorney

Phone: 888-663-7407
Fax: (844) 777-8159
Email: shelly@formyplan.com
vCard

Shelly joined Estate Planning & Elder Law Services in July 2016 as a Paralegal. She brings a broad depth of experience specializing in Trust, Estate, Medicaid, and Probate areas of law. Since Ms. Morell brings over 20 years of knowledge and experience to the firm, she is an intrinsic part of our firm’s commitment to client service excellence.

Shelly provides a supportive role in all aspects of Estate Planning and Trust and Probate Administration and Long Term Care Planning. Her duties include helping with the drafting of estate planning documents, including wills, trusts, and powers of attorney. In addition, Ms. Morell assists with the preparation and filing of probate and trust administration documents, thus ensuring that our clients’ estates and trusts are properly administered in accordance with Michigan law. Finally, she assists with the planning and filling of Medicaid applications.

Shelly received a Paralegal degree from Commonwealth College in Virginia. She attends Institute of Continuing Legal Education courses on Estate Planning, Probate, and Trust Administration.

Reviews

Margaret is very informative and educational .. she met our urgent needs!!! Margaret is compassionate about her work!!! Kim was very attentive to our urgent needs … always returned calls, emails.. reminders and kept(...)

Marcela L.

Caring, kind professionals who are truly there to help with whatever is needed.

Martha K.

Chris and the entire staff were great to deal with!

Dominic L.

Excellent services. Very thorough and helpful in all of our planning.

Jessica G.

They took there time to ensure I understood what they were talking about.

Paul C.

Very professional and thorough. A much better experience than I had with a previous lawyer that set up our initial trust.

Mark K.

Working with Chris and his team was really quite easy. I had thought the process to get a trust and all the other applicable document would have been much worse.

Dave W.

We were very pleased with the whole experience. Everyone we dealt with made what isn't a desirable task a pleasant experience. Made me wonder why I procrastinated for 3 years.

Thomas P.

Nothing but top notch service. Shelly was especially helpful, and patient, knowledgeable. Chris, our attorney was very helpful. I would have given 10 stars if I could. Have the clients best interests in mind.

Brad S.

Chris Lindsay is very knowledgeable and took the time to walk us through all the steps of our estate plan. Excellent service!

Jeanne J.

We contacted EPEL to help us with our living trust. From the minute we began the process to the final signing we encountered friendly, knowlegable and professional staff every step of the way. We would highly recomm(...)

Cathy S.

I attended the initial meeting with my parents to set up a Trust. The process went very smoothly and I am glad I got to experience it because now I know what I need to do. We only met with Christopher Lindsay 1 time(...)

Char B.

We had our trust and estate planning documents restated. Very pleased, would definitely recommend.

Kris A.

Lisa Beatty went above and beyond during our initial phone consultation. She took the time to ensure my understanding of complex matters. She was honest regarding the services that would be helpful for my mother wit(...)

Toni S.

Very knowledgeable on estate planning in Michigan, and very easy to deal with. I would recommend with no reservations.

Jim B.

We had an initial consultation with Lisa Beatty for our mother in law. Though we live in Georgia, our mother in law is a Michigan resident and Lisa set up a Zoom/phone call to explain our options for Estate Planning(...)

Bob J.

Beginning in 2002 with a referral from a lawyer friend of ours, my wife and I did our trusts. Since then, we have revised them, arranged for him to do my in-laws' trusts and recently had my mother's done. Mr. Lindsa(...)

Marcel S.

We felt very comfortable working with the folks at Estate Planning & Elder Care. Good solid advice, no pressure to sign up for unnecessary services. All Good!

Jack H.

For most people, working on a will or trust is a scary experience. For my husband and I, it was a thoughtful and pleasant event. The pre-visit questionnaire helped us focus on what we wanted our trust to look like. (...)

Sandra V.

Chris and his staff has assisted us with two estate planning matters in the past year. Always prepared, efficient and professional. Highly recommended.

Thomas Z.

The whole team was very knowledgeable they explained options including all the pluses an minuses helping us decide what fit us best. There was never any sales pressure. Very pleased with our results.

Harry A.

This is an excellent firm to work with. They are all very professional and informative. I really appreciate the kindness that they showed my wife who had major communication problems and how wonderful they were to m(...)

T Barylski

This spring Christopher Lindsay and his team helped my dad create a trust. I accompanied my dad in the process, and it was smooth and straightforward. I highly recommend Christopher Lindsay as he has the years of ex(...)

Elise B.

Thanks again Chris for preparing our Ladybird deed and related documents. We really appreciated your knowledge, expertise, and professionalism. I will happily refer you to those who require estate planning services.

Jeffrey B.

I was not very organized with my estate planning. Chris and his team provided a nice checklist of documents to get me started.Meeting with Chris and Shelly went very well as both were well prepared and able to easi(...)

Bill E.

We looked into 3 other Legal Estate Planning firms before we decide on Estate Planning & Elder Law. The people there have been very responsive, friendly and great to work with. We felt that they listened to us and a(...)

Pat A.

Chris was extremely knowlegable, and a wonderful communicator about setting up an estate plan. He was well organized, and presented the materials in a straight forward manner, devoid of legalese. He answered our que(...)

Ralph K.

I highly recommend working with Estate Planning and Elder Law Services. They helped me throughout the complicated process of preparing these important papers, and explained everything to me in language that I could (...)

Meta M.

Chris was very knowledgeable and experienced, an expert in his field. His staff was friendly and efficient...so glad we decided to find a specialist vs. a general attorney.

Amanda F.

My husband and I are growing older and wanted to be prepared if anything were to happen to one or both of us. We attended an estate planning class taught by Christopher Lindsey and found it so informative and helpfu(...)

Kathleen F.

Chris and his staff were attentive to our needs and took the time to explain each step in the process. If your looking for honesty, expertise and a personalized recommendations, I highly recommend Estate Planning an(...)

Will B.

I have used Chris Lindsay for several years to establish plans for myself, my husband and my mother. I find Chris to be extremely knowledgeable and when faced with an issue he does not handle, he has always referred(...)

Judy L.

Christopher reviewed our current wills and power of attorney and patient advocate documents .He also addressed a number of questions we had. His recommendation was to draft new wills and a trust document which we ha(...)

Mitch M.