Northwest Trustee &
7307 N. Division #303
PO Box 18969
Spokane WA 99228
Referrals / Sample AccountingsThe adherence to our core values with a clear focus on our mission are the factors that have led to a steady growth through referrals. Agents of wealth such as attorneys, financial advisors, insurance agents, CPA's, and realtors often recognize the management concerns that their clients may have. These include tax planning, health issues, fading memory, mental and physical handicaps, children needing protection, chemical dependency, and dysfunctional family relationships.
The following link will give you the most updated list of professionals who have worked with Northwest Trustee & Management Services. Please feel free to contact these men and women and ask them about their experiences in working with our firm.
A leading estate planning attorney in Yakima represented a mother with fading memory issues. The client had two daughters who cared about their mother's well being but were estranged from each other. The attorney brought us in to protect the mother and foster peace between the daughters.
An insurance agent for a wealthy entrepreneur in ill health guided his client to us. The client retained an experienced estate planning attorney who had also worked extensively with us to create a sophisticated estate plan including multiple trusts for family members from two marriages. The plan includes a substantial charitable trust to provide for drug and alcohol rehabilitation for the chemically dependent.
“I have worked on several occasions with Northwest Trustee & Management Services and am pleased to recommend their services to anyone who needs an institutional trustee. They are prompt, and their fees, in my opinion, are reasonable.”
-Robert H. Lamp
Attorney at Law
Witherspoon, Kelley, Davenport & Toole, P.S.
|Copyright ©2006, Northwest Trustee & Management Services. All rights reserved.||Site by Design Spike, Inc.|