Kristin Carroll joined the Client Care Academy as an Instructor in May 2019 but 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. Currently, as the Manager of Trust Administration & Asset Alignment, Kristin is entrenched daily in the entire asset alignment process, from the initial alignment of assets for new clients to the trust administration process. With her natural tendency to innovate, she has unique insight into best practices for successfully and efficiently aligning assets, as well as an eye towards continual improvement. 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.