Clients

​Trusting your personal and financial information to an outsider should not be taken lightly.  We understand the faith and confidence you place in us. Our promises to you include:

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❧ Open & personal communication

• We will get to know you, your family, your goals and objectives to allow us to better serve you and your beneficiaries’ unique needs.
• You’ll talk directly with us regarding your estate issues, in the manner most convenient for you, via phone, email or in person.
• We’ll provide frequent status reports and notifications. We attempt to avoid all elements of surprise.

❧ Independent & efficient

• We’ll represent you and your beneficiaries, not a financial institution or any other service firm.
• We will always strive to work with your chosen strategic team, but will be forthcoming if areas of concern arise.
• Our services are fee based. We do not profit from the investment type or growth of your assets.
• We’ll seek efficiency.  Whether it be in time spent, taxes owed or fees paid, we prudently manage your trust and estate administration costs.

"Elaine, there is no way I can thank you enough for all you have done.
​Thank you for helping me be strong enough."

C. B. - Seattle, WA