New leadership team unveiled for estate planning solutions

Phillips & Cohen Associates (PCA) is launching The Estate Registry LLC which aims to assist individuals and their families in navigating the estate planning and probate process through its LegacyNOW, NotifyALL, and InheritNOW platforms.

The following executive appointments have been announced with immediate effect: Amy Perkins, former Chief Strategy Officer at PCA, will serve as the Chief Executive Officer (CEO) of The Estate Registry. Amy’s extensive industry experience, including senior leadership roles at Bank of America, Citizens Financial Group, and InsideARM, along with her impact at PCA, positions her as an ideal leader for The Estate Registry’s global aspirations.

Casey Cohen has been appointed Chief Operating Officer (COO). Formerly Senior Vice President (SVP) of PCA’s Alternative Investments business, Casey successfully led the InheritNOW service for almost three years. With over 30 years of experience, including roles as Chief Marketing Officer in the UK for the Hippodrome Casino and 16 years with Caesars Entertainment Corporation, Casey brings expertise in marketing and operations to his new role.

Paul Fiumano, formerly PCA’s SVP, Global Data Services in the US, assumes the role of Chief Products Officer (CPO) for The Estate Registry. Paul, the architect behind LegacyNOW and NotifyALL, will globally lead the development of current and future products and services, aiming to simplify the lives of the bereaved. Paul’s background includes being a former CEO and President of Streamline Consulting and co-founder of Intelligent Net Yield.

Adam Cohen, Executive Chairman of The Estate Registry, said:

“These are truly exciting times as The Estate Registry is on a significant global growth trajectory. With this incredible leadership team in place, we are uniquely situated to help estate planners, executors, and beneficiaries with services they truly need precisely when they need them most.”

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