Estate Settlement Specialist
Team Member since 2015
Ann Hall assists clients with questions regarding their financial accounts, estate planning, and future goals. She also provides ongoing management for clients that are no longer able to manage their affairs. As an estate settlement specialist and trust officer, Ann takes the stress off of families by gathering assets, selling real estate and personal property, while ensuring that charitable bequests and beneficiary distributions are completed following the deceased’s wishes. She brings a lifetime of customer service and over 13 years in estate planning, probate, trust administration, and real estate. Ann is a former partner and founding member of Pathfinder Legal Services, PLC, and is a member of the Michigan Bar Association and the Eastern and Western Michigan Divisions of the United States District Court. She has a bachelor’s degree from Central Michigan University and her Juris Doctor from Western Michigan’s Thomas M. Cooley Law School. Ann lives her values by acting as treasurer of the Saginaw Shiawassee Habitat for Humanity, and president of the Owosso High School Choir Boosters and as a committee member of the Shiawassee District Library Endowment Board. She spends her free time costuming community and high school theater productions.
What are your specific goals for Tri-Star Trust clients?
I want to reassure them that we have their best interests at heart. I want them to understand their own finances and not be afraid to ask questions.
What do you love most about working at Tri-Star?
The people truly care about their clients, the community and each other. It’s genuine and it’s unfortunately rare.
What do you enjoy doing in your personal time?
Reading, hanging out with my kids, and costuming amateur theater productions.
What’s your favorite quote?
“The reading of all good books is like a conversation with the finest minds of past centuries.” – René Descartes