“Trust administration is personal work. I am committed to guiding clients through every complexity with care, precision, and the confidence that their legacy is in good hands”

Iman works closely with trustees, attorneys, investment professionals, and tax specialists to support informed fiduciary decisions. She oversees a broad portfolio of trust, estate, retirement, and investment management accounts, ensuring each is administered in accordance with governing documents, applicable laws, and fiduciary standards.

She collaborates with clients and financial institutions to facilitate the funding of trusts, retirement accounts, ILITs, and estates. Her responsibilities include evaluating and monitoring assets, conducting initial and ongoing account reviews, and coordinating complex fiduciary processes with accuracy and care. Her background in estate settlement enables her to anticipate challenges, address client needs proactively, and navigate sensitive matters with discretion.

Iman also serves as a mentor and resource to her team, contributing to a collaborative and accountable work environment grounded in excellence and clear communication.

Professional activities

• Notary Public, Commonwealth of Massachusetts (2016–Present)

Education

• Cannon Financial Institute, Trust I, II, III

Languages spoken

• Arabic

• French

• English