Kelly Poe Senior Estate Administrator
Joined Northern Trust
Expertise
Based in Austin, Kelly Poe is a Vice President and Senior Estate Administrator for Northern Trust's Estate Settlement Services. Kelly has been servicing clients in matters of wealth transfer planning, trust litigation, and death settlement since 2012.
Experience
As a planner, Kelly has advised clients with respect to complex family dynamics, effective transfer of closely held businesses and real estate assets, and medical benefit planning. As a fiduciary, Kelly is responsible for accurately and timely carrying out clients' wishes in their estate plan while complying with state and federal law. Kelly believes the most effective approach to administration focuses on empathy, pragmatism, and effective communication to clients utilizing a team-based approach.