[WSBAPT] Professional Trustee Referral

[Diane J. Kiepe]

I have recommended and have workded use Northwest Trustee & Management Services, LLC here in Spokane often.  They are in many states – stated by Steve Trefts, Attorney, I think about 30 years ago. 509-466-3024

Our firm has had good luck with bank trust departments as well but not clear if you were avoiding institutional trustee/pr.

Best of luck,




From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Robert R. Cole
Sent: Thursday, June 20, 2019 1:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Professional Trustee Referral


Client's community has $15m in assets; each has separate kids which will need trusts.  Wants professional PR/Trustee. Business (with a partner) will likely need to be sold.  Trusts to last for long time.  Any suggestions?
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Very Truly Yours,
Robert R. Cole
Law Office of Cole & Gilday, P.C.

10101 - 270th St. NW
Stanwood, WA 98292
(360) 629-2900 (Telephone)
(360) 629-0220 (Fax)

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