JILL LINEBERGER

Family Partner & Trust Officer

With over fifteen years of experience in the Trust Industry, including roles in tax and trust administration at  First Union National Bank and Merrill Lynch Trust Company, Jill brings a wealth of expertise to her position as Legacy's Trust Officer. In her role, Jill ensures compliance with trust and accounting standards, tax reporting, conducts annual reviews of all accounts, and collaborates with Family Partners to fulfill client requests in line with trust documents. Jill’s commitment to excellence and her deep understanding of trust management makes her an invaluable asset to the Legacy team, contributing to the firm's reputation for reliability and client satisfaction.

Fun Facts:

Favorite Sports Team: “Jacksonville Jaguars – I attended the inaugural game against the Houston Oilers in 1995.”

What is the biggest risk you've taken?  “Flying in a 4-seater plane from Lakeland to Venice, FL with a fellow college freshman classmate as the pilot.”

What is the bravest thing you've ever done?  “Walking across the Royal Gorge Bridge in Colorado with cars crossing it at the same time.”

Favorite Nonprofits: K9s for Warriors and Lifework Leadership