[WSBAPT] Trustee of minor trust in a will

[Diane J. Kiepe]

Hi Katie,

Any bank and many financial institutions have trust departments and we have had good experiences with Columbia Bank, WA Trust and US Bank.  That being said, most my clients want to keep their FA in place so I often refer to Northwest Trustee & Management Services and have had good experiences there too.

Best of luck,

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of katie at froehlinglaw.com
Sent: Wednesday, March 10, 2021 10:49 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trustee of minor trust in a will

I swear I have seen a similar answer to this question, but I cannot find it or did not save it (thinking I would need it in the future).

Client is making their will. Looking to have a trust put into the will for their grandchild (very very young). Client only has one child. Wants to list client's only child as the trustee of this trust for the grandchild. In the event, the client's child dies, Client is looking for someone to manage the trust. Client cannot think of anyone else...

I swear I saw something about a company that manages something like this?

Katie M. Hendricks
Attorney
Froehling Hendricks, PLLC
510 East Main, Suite F
Puyallup, WA 98372
F:253-770-0144
P:253-770-0116
Email: Katie at froehlinglaw.com<mailto:Katie at froehlinglaw.com>

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