Carol is a Senior Trust Administrator – ILIT Administrator in the firm’s Trust Services Department. She works closely with Trust Officers, clients, financial advisors, and life insurance advisors on a broad range of life insurance matters.

With over 40 years of experience supporting attorneys and clients in the trust and estates field—and more than 10 years specializing in Irrevocable Life Insurance Trusts (ILITs)—Carol brings deep expertise to her role.

Her prior experience includes working alongside an attorney whose practice was based in New Hampshire and Massachusetts, with more than 32 years of experience focused on trust and estate matters.

In her current role, Carol works with various Trust Officers, Trustees, Financial Advisors, and Life Insurance Advisors in managing ILIT-related tasks. These include coordinating premium contributions, preparing Crummey notices, and working with financial advisors and insurance companies to ensure timely premium payments. She also maintains and updates records related to contribution due dates, premium schedules, policy information, KYC documentation, and trust reporting.