Overview

Kristine Hensley assists private clients and their attorneys with estate and probate administration and planning, including preparation of probate, trusts and will documents. She is also a fiduciary accountant for client trust accounts, and prepares client estate, trusts, gift and individual tax filings. With more than 30 years of financial experience, Kris has been a tax planner, accountant, investment adviser and retirement plan administrator.

Kris has been accredited as a Series 65, Series 6 and Series 7 registered representative of the National Association of Securities Dealers (predecessor of FINRA). Her training also includes pension administrator’s courses with the American Society of Pension Actuaries, and she is a Fellow of the Life Management Institute, having completed a 10-course program of business education in the insurance and financial services industry.

Personal Interests

Outside the office, Kris enjoys spending time with her family and friends while cooking; playing tennis; outdoor activities such as hiking, kayaking, archery and swimming; and traveling to experience new places.

Related Legal Services

Related Industries

Credentials

Certifications

State of Indiana — Notary Public, Indiana

Education

Indiana University
B.A. in Finance and Accounting (2000)

Northwest Florida State College
A.A. in Business Administration (1991)

Leadership & Community

Pro Bono

  • Wills for Heroes
  • Guardianship Project

Professional Associations

  • American Institute of Professional Bookkeepers (AIPB)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Life Office Management Association (LOMA)
  • Life Management Institute— Fellow (LFMI)
  • National Association of Certified Public Bookkeepers (NACPB)
  • Network of Women in Business (NOWIB) — President, 2000; Vice President, 1999

Civic Activities

Kris volunteers with local schools and colleges, as treasurer for her homeowner’s association, at the YMCA, and as leader of a women and children’s educational organization.