Jill is responsible for the settlement of decedents’ personal trust and estates, working closely with family members, attorneys, accountants, investment advisors and other interested parties to provide compassionate, timely and accurate settlement of estates and/or trusts.
Prior to joining Fiduciary Partners, she worked as an accountant for a university and as a mutual fund accountant for a large banking and trust institution. Jill’s 9+ years of financial experience, attention to detail and responsiveness help to provide family members and beneficiaries exceptional service during the settlement process.