Team Kelly

Trusted Settlement Consultants Across California

Guiding over 250 settlements each year, Team Kelly partners with leading plaintiff law firms to create customized financial solutions that protect clients and strengthen outcomes.

Led by former litigation attorney Tanis Kelly, our team combines legal insight with financial expertise to deliver clear, efficient, and compassionate guidance through the settlement process. From structured settlements and attorney-fee deferrals to special-needs trusts and government-benefit coordination, Team Kelly provides end-to-end support to ensure every case is resolved with care and precision.

With a deep understanding of the courts and approval process, our consultants help attorneys and claimants navigate every step, from negotiation to compromise petition, with confidence. Backed by Sage's national resources and relationships with top industry experts in lien resolution, Medicare Set-Asides, and trust administration, Team Kelly offers a streamlined, results-driven approach that delivers peace of mind for clients and counsel alike.