Carol Quick Email & Phone Number

St. Louis, Mo, Us

Manage the onboarding of new accounts, client relationships, and ensuring compliance with trust law and regulations. This role is a key player in managing complex trust relationships, guiding internal teams, and ensuring a seamless, compliant experience for clients.

Greater St. Louis

Daily management of probate and estate settlement trust administration in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts relating to the account relationship. Onboarding and closing of accounts; including asset identification, asset gathering and analysis in a high volume environment Developing, strengthening, and retaining client, beneficiary and branch team relationships; Reviewing, understanding, and interpreting trust agreements, wills, contracts and other estate planning documents to limit regulatory and legal risk

Greater St. Louis Area

Daily management (disbursements, receipts, statements, documentation, etc.), opening and closing of accounts; Coordinating client service with other Trust Company and Operations associates, branch teams and outside business professionals; Reviewing, understanding, and interpreting trust document Support, train, and efficiently work with Trust Specialist; Understanding needs of grantors and beneficiaries and discussing tax and estate planning concepts in relation to those needs; Developing, strengthening, and retaining client, beneficiary and branch team relationships. Joined Estate Settlement Team in December 2019.

Olivette, Mo

Elder and Disability Law Firm• Counsel and assist individuals and families with the legal issues brought on by aging, chronic illness and disability:o Estate Planning: Drafting Wills, Powers of Attorney, Revocable and Irrevocable Trusts, and Special Needs Trusts; Personal care contracts, Rental agreementso Medicaid planning and asset preservation; VA A&A; Medicare appealso Adult guardianships and conservatorships• Give marketing and community outreach presentations on Wills, Trusts, Powers of Attorney/Guardianships, Medicaid/Medicare benefits and other elder law topics.• Assisted in creation of pro bono and discount guardianship program for organizations that assist individuals with Down Syndrome and Autism.*Ms. Quick has been named to the 2015, 2016 and 2017 Missouri/Kansas Rising Stars lists under the Elder Law practice area.*

Doctor Of Law - Jd And Health Law Certificate, Law

Activities and Societies: Hispanic Law Students Association (Vice President 2009-10); UC Davis Asylum and Refugee Moot Court Competition.

Ma, Legal Analysis

Activities and Societies: Graduate Academic Honors, Webster’s West Legal Student of the Year Award, April 2007

Ba, Spanish

Activities and Societies: National Spanish Honor Society Member Sigma Delta Pi