Trust & Fiduciary Services
InTRUSTment Northwest is a long-standing, local, and established organization with more than 40 plus years of experience handling pressing financial issues for individuals and families. InTRUSTment Northwest administers many different types of trusts including:
- Special Needs Trust
- Irrevocable Trust
- Living Trust
- Testamentary Trust
- Irrevocable Life Insurance Trust (ILIT)
- Corporate Trust
- Educational Trust
InTRUSTment Northwest combines a team-oriented and consultative approach utilizing the Executive Trust Officer as the lead in reviewing estate planning documents, coordinating a financial plan, and gathering input from financial advisors, legal counsel, the beneficiary, family members, and other outside resources to ensure the best results. InTRUSTment Northwest offers a full range of financial and asset management services including:
- Managing real and personal property of the trust
- Managing financial trust accounts
- Managing income for the trust
- Managing disbursements for the beneficiary
- Investing liquid assets of the trust utilizing necessary resources, prudence, and diligence
- Providing quarterly financial statements
Since each trust is personalized to meet the criteria of the trust agreement, InTRUSTment Northwest works in connection with financial partners to manage the assets and our Trust Investment Committee to oversee the investments. InTRUSTment Northwest ensures the safety and security of assets while making certain they support the beneficiary.