[WSBAPT] Professional Trustee

[Anna Cashman]

Agree with Brent.  Due to liability and it just being much more difficult to work with a non-professional co-trustee, most professional trustees refuse to serve as co-trustee.  I don’t blame them.

You may see if Trustor’s daughter wants to resign as a co-trustee.

Anna

Anna M. Cashman
[cid:image001.png at 01DCE91A.B21A6CD0]
1000 Second Avenue, Suite 3670
Seattle, WA 98104
Tel (206) 382-4414
anna at bc-estatelaw.com<mailto:anna at bc-estatelaw.com>

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Thursday, May 21, 2026 10:47 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Professional Trustee

If anyone has a name for this, please share.

A few years back, I attempted a similar thing and every professional fiduciary I know (who are all wonderful and spectacular in their own right) refused to serve as a co-trustee with a non-professional. The fear of liability made it such that they wanted either total control or none at all.

If this has changed - please do share with the group.

Brent


Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

Mailing Address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

For All Meetings & Scheduling: info at williams-ruthlaw.com<mailto:info at williams-ruthlaw.com>

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /


On Thu, May 21, 2026 at 10:32 AM <steve at aitalaw.com<mailto:steve at aitalaw.com>> wrote:
Can anyone recommend a professional fiduciary to serve as Co-Trustee (with the Trustor’s daughter) for a Trust worth about $920,000 and that doesn’t charge exorbitant fees?

Thank you,

Steve Aita

---------
This e-mail is covered by the U.S. Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. This e-mail was sent by an attorney or his agent, is intended only for the addressee's use, and may contain confidential information and/or information protected by the attorney-client privilege. If you are not the intended recipient, nor the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination or copying of this transmission (including any attachments) is strictly prohibited. If you have received this e-mail in error, please delete it and immediately notify the sender by reply e-mail. Thank you.

P. Stephen Aita
Attorney at Law
Admitted in Washington & Idaho

3010 Harborview Dr., Suite 301
Gig Harbor, WA  98335-1977
Tel.: (253) 858-5434
Fax: (253) 276-2373

steve at aitalaw.com<http://steve@aitalaw.com/>
www.aitalaw.com<http://www.aitalaw.com/>
www.facebook.com/aitalaw<http://www.facebook.com/aitalaw>

***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260521/bc29ac13/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 11911 bytes
Desc: image001.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260521/bc29ac13/image001.png>