Choose a person close to you who understands your beliefs and will advocate for you.
Choose the person that you would trust assisting you with your financial affairs.
Following your will to the letter. In this role, the administrator will need to secure and inventory Financial Accounts, Real Estate, Personal Property, and Business Activities.
Using a Professional can ensure keeping family harmony during a difficult time for your loved ones.
In a time that your family is grieving, leave the responsibility to a professional to manage the finances of the estate, take care of tax returns, and paying creditors.
Identify needs of Beneficiary, and create a plan to support according to the provisions of the trust document and your intent.
Your trustee will be your ongoing connection to your beneficiary. Continuity of trustee and trust is important for those that you are looking after, even after you are gone.
Trusts can have a multitude of goals and purposes. Trust services can be a fantastic vehicle for you to continue supporting family.
Randall Jobs, Fiduciary
Mailing: 8524 W Gage Blvd Ste A1-283, Kennewick, WA 99336 or 1250 N Wenatchee Ave Ste H-132, Wenatchee, WA 98801
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