Kathryn Carlile

Kate provides trust and estate administration assistance and support to all attorneys in the Private Wealth, Estates & Trusts Group. This includes probate assistance; collection of information and assets for preparation of fiduciary income tax returns, state inheritance tax returns and federal estate tax returns; drafting estate planning documents; preparation of accountings; and trust administration. Kate enjoys helping people and works hard to earn her client’s respect and trust; qualities which are crucial to the estate planning process. Her background includes over a decade of trust and fiduciary experience at various financial services companies.