Trust Services

Who Needs A Trust?

You may benefit from a trust if:

• Your beneficiaries are not ready to receive a lump sum inheritance (including grandchildren)
• You own a real property in multiple states
• Your total estate is above the estate tax exemption limits. (In Washington state, the 2024 the limit is $2.193M)
• You require asset protection from creditors
• You want to provide asset protection for a surviving spouse
• You have a beneficiary who has special needs (including substance abuse and addiction)
• A beneficiary is incarcerated
• You are concerned about your beneficiaries’ spouse(s)
• You have a blended family
• You may need protection from unintentional disinheritance
• You want to eliminate opportunities for a family feud or emotional stress

Keep in mind that not every situation will require a trust.

It’s best to speak with your advisor and attorney to determine which estate planning documents are necessary.

Why Would Someone Want To Designate A Trust Company As Trustee?

If you create a trust, you name a trustee – someone who holds title to a property and/or asset and manages or distributes them according to your wishes. We have a fiduciary responsibility to carry out your wishes, but without the emotional cost to family members.

WE CALL THIS A FACT: 

• Fair- We follow the instructions in the document, as you want them to be carried out.
• Affordable – Our annual fee as trustee is competitive with those of other investment managers. Transaction costs are kept to a minimum and with the many other personal services, it is an exceptionally good value.*
• Compassionate – We understand the sensitive nature of managing your estate.
• Trusted – You can trust us to carry out your wishes, without any emotional toll. 

*Charges for required real estate appraisals, inspections, environmental surveys, and tax returns prepared by outside accounting firms will be deducted from the trust.