Karrie V.
Vice President, Estate Administrator @J.P. Morgan Private Bank
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WORK HISTORY
Vice President, Estate Administrator @J.P. Morgan Private Bank
Chicago, IL, US
Facilitate daily administration needs of post-death estates and trust terminations for UHNW clients, ensuring compliance with fiduciary standards and alignment with bank policies•Collaborate cross-functionally with trust administration professionals, investment advisors, and legal partners to manage beneficiary distributions and cash flow projections, resulting in smooth generational wealth transitions and efficient funding of resulting trusts•Spearhead asset marshaling, tax reporting, and valuation processes, ensuring tax compliance and timely filings•Provide proactive communication and support for fiduciary partners by preparing content for beneficiaries and internal teams, enhancing understanding of estate plan strategies and fiduciary responsibilities•Research and provide legal guidance on digital assets with an emphasis on enhancing AI capabilities for the national estate team
EDUCATION
University of Minnesota Twin Cities
Bachelor’s Degree, Sociology of Law, Criminology, and Deviance
Loyola University Chicago School of Law
Doctor of Law - JD
ABOUT KARRIE V.
Strategic and client-focused legal and financial professional with experience supporting ultra-high-net-worth (UHNW) individuals through estate planning, fiduciary administration, and relationship management. Proficient at managing complex asset transfers, engaging cross-functional specialists, and delivering exceptional service throughout the client lifecycle. Skilled in research, compliance, and communication with a strong foundation in post-death administration.
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