In addition to legal services, our law firm provides trustee services to clients as well.

In addition to legal services, our law firm provides trustee services to clients as well. We can act as trustee, providing trustee services, making sure the provisions of a trust are carried out, and defending the interests of the trusts we serve. We offer clients a level of attention that can develop only when there is a personal connection with our clients. Because of our long-standing relationships with our clients across practice areas, we can provide advice and counsel that frequently includes practical help.

We assist beneficiaries of special needs and spendthrift trusts and try to assist these clients by paying bills, investing and disbursing funds, and protecting them from creditors and others whose interest may last only as long as the money. Our trustee services include holding and managing the assets of the trust and reporting regularly to the beneficiaries about the performance of the funds in our care. We make sure the wishes of our clients are carried out.

To protect the trust assets and provide disinterested advice, we work with experienced financial advisors, accountants, and bankers to advise our clients. These arrangements offer an unusual level of safety. However, we are also flexible, and happy to work with any custodian or investment advisor named by the client. In short, our services as a trustee are tailored to the client’s needs and desires.

Our continuity of service and a knowledge of our clients' situations are the basis of a long lasting relationship, worth much more than the management fee to the client. If you need a professional fiduciary to serve as trustee of a family trust or testamentary trust and want to know more about the services we provide, give us a call at 253.858.5434 to set up an appointment today.