Services

The key to preserving and protecting a trust or estate is experienced oversight and administration.  To ensure success, we engage with our clients in all aspects of the planning and administration process, including Fiduciary Administration, Financial Administration and Estate Plan Consulting.

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❧ Fiduciary Services

​The endurance of any estate plan relies on the expertise and performance of the fiduciary who administers it. We employ comprehensive fiduciary administration and advisory services to preserve and manage your assets, including:

​Trust Administration

Sole or co-trustee, successor trustee, testamentary or inter vivos appointments, or as agent for an individual named as trustee for:

• Irrevocable Trusts
• Revocable Trusts
• Insurance Trusts
• Charitable Trusts

Estate administration

Sole or co-Personal Representative, or as agent for an individual named as Personal Representative

• Probate Administration
• Estate Settlement

Private foundation

• Application and Grant Administration
• Grant Recipient Selection and Due Diligence

Attorney in fact

​For Finances under Durable Power of Attorney (in connection with fiduciary appointment to facilitate transfer of assets)

Fiduciary reporting

Reporting for all types of entities, including:

• Principal and income accounting and reporting
• Periodic trust accounting reports
• Tax lot accounting and reporting
• Accounting, reporting, and payment of trust expenses
• Payment of scheduled and discretionary distributions to beneficiaries and other parties
• Principal and income fee allocation
• Record keeping for tangible personal property owned by the entity, such as jewelry, art and collectibles

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❧ Financial Administration

Autonomous and fee based, our financial administration assumes the burden of ongoing asset management and organization, including:

• Paying bills (individual or closely-held family entities such as partnerships or LLCs)
• Projecting and reporting cash flow 
• Preparing personal financial statements
• Managing banking relationships and credit institutions
• Identifying and contributing to charitable objectives 
• Tracking and reporting private foundation grants

❧ Estate Plan Consulting

With over 25 years focused on estate planning, we work with families to craft tailored solutions to address their unique objectives. This may include:

• A review, summary or interpretation of new or existing estate plans
• A referral to, and/or liaison with, experienced legal counsel to draft and implement plan
• Estate or Gift Tax planning assistance
• Estate liquidity and disposition analysis

"Thank you for the updates and attention to all the seemingly infinite details."

J. I. - Minneapolis, MN, daughter of C.F. - Issaquah, WA