Lead Estate Settlement Administrator
Ellen Lohman serves as Ropes Wealth Advisor’s Lead Estate Settlement Administrator. Ellen brings her 35 years of experience in complex estate settlement to RWA, focusing on the management of the estate settlement process and meeting the needs of the families who are impacted by the loss of a loved one. Ellen works closely with family members and fiduciaries to secure the appointment of personal representatives by the probate court, gather information for preparation of estate tax returns, coordinate the valuation, collection and transfer of assets, and ultimately ensure that estate and trust assets are distributed accurately and in a timely fashion.
Ellen joined RWA in 2023 after spending over three decades with Ropes & Gray LLP’s Private Client Group. In her years at Ropes & Gray, Ellen was a champion of process improvement, creating many of the department’s tools for tracking estates - promoting consistency and high standards throughout the settlement process. As a highly trusted team member, she has also consistently served as a mentor and trainer to less experienced and newer members of the team.
Ellen is a graduate of the University of New Hampshire where she earned a BA in history and was a member of the Phi Alpha Theta History Honor Society.
Ellen resides in Saint Augustine, Florida, where she enjoys spending time with her family, ballroom dancing, sunrise beach walks, and hosting friends from Boston!