
Katie Croft, CDP
Client Success Manager
As a Client Success Manager, Katie Croft is dedicated to building strong relationships with clients and ensuring they feel supported every step of the way. She believes that connection is key—whether it’s discovering a shared acquaintance or simply being a reliable point of contact, she finds fulfillment in making the estate planning process easier and more approachable for families.
Since joining the legal field in May 2024, Katie has embraced her role with enthusiasm, using her warm and bubbly personality to help clients navigate complex decisions with confidence. She is a Certified Dementia Practitioner (CDP) and takes pride in being the person clients can turn to for guidance, answers, and reassurance.
Outside of work, Katie enjoys cooking, baking, reading, and playing video games. She recently finished A Court of Thorns and Roses and considers it a current favorite. When it comes to travel, nothing beats a trip to the beach.
Katie and her husband share their home with their son and a lively pack of four dogs—a Yorkie, a French Bulldog, an Olde English Bulldog, and a Pomsky. Their household is always full of energy and love.
She lives by the words, “Failure is not the opposite of success—it’s part of success.” This mindset keeps her pushing forward, both personally and professionally, always striving to help others feel at ease through life’s important transitions.
Education
Certified Dementia Practioner