Kelli K. Davis

Senior Paralegal

Kelli Davis, a certified paralegal and accountant with over 30 years of experience, is a vital asset to Chapman Law Group, delivering exceptional legal and financial support across diverse practice areas, including estate planning, probate and trust administration, civil litigation, family law, and real estate transactions. Her dual expertise in legal and financial domains, paired with meticulous attention to detail, enables her to provide precise, reliable, and compliant solutions for attorneys and clients.

She excels in preparing a wide range of legal documents, such as pleadings, motions, discovery, wills, deeds, trusts, Judicial Council forms, and QDROs, while also conducting thorough legal research to support case strategies and ensure compliance with current laws. Her proficiency extends to managing conservatorships, guardianships, evictions, bankruptcy, LLC formations, and family law matters, including dissolution of marriage, legal separations, and marital settlement agreements. With a strong background in civil litigation and settlements, she adeptly handles trial and post-trial documents, ensuring accuracy and adherence to court requirements.

Beyond her legal skills, Kelli is highly regarded for her accounting expertise in complex fiduciary matters, preparing court-approved probate and trust accountings that comply with California Probate Code and local court rules, creating amortization schedules for promissory notes and structured settlements, managing complex asset distributions, tracking income and expenses, and preparing final distribution schedules for estate closures. Her organizational skills shine in managing accounts payable, accounts receivable, calendaring, client intake, and court filings, ensuring seamless case management and client satisfaction.

A tech-savvy professional, she is proficient in Excel, QuickBooks, MDEF, Smart Laser, Microsoft Word, WordPerfect, Microsoft Office, and Clio, leveraging internet-based tools to stay current with legal standards and best practices. Outside of work, Kelli enjoys driving her Corvette, attending Corvette shows, tending to her flower gardens, and spending quality time with her family.

Education and Training

• 49er Regional Occupational Program: Business Careers/Information Processing (1992–1995)
• Professional Paralegal Program: Completed in 1995
• Advanced Specialty Courses: Focused on probate law, trust law, and fiduciary responsibilities
• CEB Seminars/Webinars: Ongoing professional development in legal and accounting best practices

Accounting Expertise

• Fiduciary Accountings: Prepared court-approved probate and trust accountings in compliance with California Probate Code and local court rules.
• Complex Asset Management: Handled trust accountings, including asset distributions, income/expense tracking, and allocation among beneficiaries.
• Financial Documentation: Created amortization schedules for promissory notes and structured settlements, reconciles accounts, and prepares final distribution schedules for estate closures.
• Accounts Management: Has overseen accounts payable and receivable with accuracy and transparency.