<div dir="ltr"><div><div class="gmail_default" style="font-size:large">To add to this - I do think their minimum is 1M and up but if you drop a name of who passed their name onto you, they may take one in the $900,000.00 if they do have a limit.</div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><br></div><div><br></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">Diane Kiepe</span></div><div><font color="#38761d" face="georgia, serif" size="4">Kiepe Estate and Probate, PLLC<br></font><div><font size="4" face="georgia, serif" color="#38761d"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></font></div><div><font size="4" face="georgia, serif" color="#38761d">200 N. Mullan Rd., Suite 203</font></div><div><font size="4" face="georgia, serif" color="#38761d">Spokane Valley, WA 99206</font></div></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">509-280-6414</span></div><div><div><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">Confidentiality</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px"> Notice: This page and any accompanying documents contain information that is </span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">confidential</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">, privileged, or exempt from disclosure under applicable law and is intended for the exclusive use of the addressee. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the contents of this information in any manner is strictly prohibited.</span></div></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Thu, May 21, 2026 at 10:49 AM Lewis, Amy C. <<a href="mailto:ALewis@eisenhowerlaw.com">ALewis@eisenhowerlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-7795833996532272423">
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<p class="MsoNormal">Did you try Northwest Trustee and Management Services?<u></u><u></u></p>
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<p style="font-size:10pt;font-family:Calibri,"sans-serif";margin:0in 0in 6pt"><span style="font-family:Calibri,"sans-serif"">Amy Lewis,
Attorney<br>Pronouns she/her/hers<br></span><img style="height: 68px; width: 211px;" src="cid:ii_19e4bac3d951a90d30d1" width="211" height="68" border="0"><br></p><u></u></font></font></span><span style="font-size:11pt;font-family:Calibri,"sans-serif""><span style="color:rgb(0,0,0)"><span style="font-size:11pt;font-family:Calibri,"sans-serif"">909 A Street, Suite
600 | Tacoma, WA 98402<br></span><span style="font-size:11pt;font-family:Calibri,"sans-serif""><strong style="color:rgb(0,0,0)"></strong>phone 253.572.4500 | fax 253.272.5732
|</span></span></span><span style="font-size:11pt;font-family:Calibri,"sans-serif""> </span><a href="http://www.eisenhowerlaw.com/" target="_blank"><span style="font-size:11pt;text-decoration:none;font-family:Calibri,"sans-serif";color:rgb(192,0,0)">www.eisenhowerlaw.com</span></a></font>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Brent Williams-Ruth<br>
<b>Sent:</b> Thursday, May 21, 2026 10:47 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Professional Trustee<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">If anyone has a name for this, please share. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">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. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">If this has changed - please do share with the group. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">Brent<u></u><u></u></span></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span><u></u><u></u></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-size:7.5pt;font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b><u></u><u></u></p>
<p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><u></u><u></u></p>
<p><b><span style="font-family:"Times New Roman",serif;color:red">Mailing Address:</span></b><b><span style="font-family:"Times New Roman",serif"> PO BOX 3319; Federal Way, WA 98063 </span></b><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:rgb(0,64,128)"> </span><span style="color:red">(253) 285-7751</span></span><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif;color:red">For All Meetings & Scheduling:
<a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></span><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><u></u><u></u></p>
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<p class="MsoNormal">On Thu, May 21, 2026 at 10:32<span style="font-family:Arial,sans-serif"> </span>AM <<a href="mailto:steve@aitalaw.com" target="_blank">steve@aitalaw.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:11pt;font-family:"Franklin Gothic Book",sans-serif">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?</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:11pt;font-family:"Franklin Gothic Book",sans-serif">Thank you,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Franklin Gothic Book",sans-serif"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Franklin Gothic Book",sans-serif">Steve Aita
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Franklin Gothic Book",sans-serif"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">---------</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">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
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<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">P. Stephen Aita</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">Attorney at Law</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">Admitted in Washington & Idaho</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">3010 Harborview Dr., Suite 301</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">Gig Harbor, WA 98335-1977</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">Tel.: (253) 858-5434</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif">Fax: (253) 276-2373</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif"><a href="http://steve@aitalaw.com" target="_blank"><span style="color:rgb(5,99,193)">steve@aitalaw.com</span></a></span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif"><a href="http://www.aitalaw.com" target="_blank"><span style="color:rgb(5,99,193)">www.aitalaw.com</span></a></span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:"Franklin Gothic Book",sans-serif"><a href="http://www.facebook.com/aitalaw" target="_blank"><span style="color:rgb(5,99,193)">www.facebook.com/aitalaw</span></a></span><u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
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