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Kelly Poe

Senior Estate Administrator

Austin, TX | (512) 867-6349

Kelly Poe

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.

Joined Northern Trust

2021

Austin

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Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

98 San Jacinto Boulevard

Suite 350

Austin, Texas 78701

Call: +1- 512-867-6300
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**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.