Full Name
Kristin Carroll
Job Title
Manager: Trust Administration & Asset Alignment
Company
Family Estate Planning Law Group
Speaker Bio

Kristin is an instructor for Client Care Academy who has been innovating and streamlining the asset alignment and trust administration process at Family Estate Planning Law Group since 2012. She began as an Asset Review Coordinator, a role which allowed her to gain considerable knowledge and insight into the importance of properly aligning assets for the overall success of an estate plan.  From there Kristin’s role evolved to include aligning assets for trust administration.  As the Manager of Trust Administration & Asset Alignment, Kristin is entrenched daily in both the initial alignment of assets for new clients and the trust administration process, and with her natural tendency to innovate, she has unique insight into best practices for successfully and efficiently aligning assets.  Practices, that are continually improved upon. Kristin loves helping attorneys and their teams figure out how to increase their ability to take care of families while also increasing the profitability of their firm and the satisfaction of their team.  And she truly believes that you can do it too!

Kristin Carroll