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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'>Yes, we’ve tried Northwest Trustee and Management – who I’ve worked with before and really like – but in this instance they’ve already said no…<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>---------</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;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 the sender by reply e-mail. Thank you.</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>P. Stephen Aita</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Attorney at Law</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Admitted in Washington & Idaho</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>3010 Harborview Dr., Suite 301</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Gig Harbor, WA 98335-1977</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Tel.: (253) 858-5434</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Fax: (253) 276-2373</span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'><a href="steve@aitalaw.com"><span style='color:#0563C1'>steve@aitalaw.com</span></a></span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'><a href="www.aitalaw.com"><span style='color:#0563C1'>www.aitalaw.com</span></a></span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'><a href="www.facebook.com/aitalaw"><span style='color:#0563C1'>www.facebook.com/aitalaw</span></a></span><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Lewis, Amy C.<br><b>Sent:</b> Thursday, May 21, 2026 10:49 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Professional Trustee<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Did you try Northwest Trustee and Management Services?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p><p style='mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:0in'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:black'>Amy Lewis, Attorney<br>Pronouns she/her/hers<br><img border=0 width=211 height=68 style='width:2.1979in;height:.7083in' id="Picture_x0020_1" src="cid:image001.png@01DCE912.7AF54610"><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:black'>909 A Street, Suite 600 | Tacoma, WA 98402<br>phone 253.572.4500 | fax 253.272.5732 |</span><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#777777'> </span><span style='font-size:13.5pt;color:#777777'><a href="http://www.eisenhowerlaw.com/"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#C00000;text-decoration:none'>www.eisenhowerlaw.com</span></a></span> <o:p></o:p></p><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">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">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> Re: [WSBAPT] Professional Trustee<o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>If anyone has a name for this, please share. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><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. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>If this has changed - please do share with the group. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Brent<o:p></o:p></span></p></div><p class=MsoNormal><br clear=all><o:p></o:p></p></div><div><div><div><div><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><o:p></o:p></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><o:p></o:p></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><o:p></o:p></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><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'>Office/Scheduling Phone:<span style='color:#004080'> </span><span style='color:red'>(253) 285-7751</span></span><o:p></o:p></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><o:p></o:p></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><o:p></o:p></p></div></div></div></div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal><o:p> </o:p></p><div><div><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">steve@aitalaw.com</a>> wrote:<o:p></o:p></p></div><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt'><div><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:11.0pt;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><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'>Thank you,</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'>Steve Aita </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>---------</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;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 the sender by reply e-mail. Thank you.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>P. Stephen Aita</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Attorney at Law</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Admitted in Washington & Idaho</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>3010 Harborview Dr., Suite 301</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Gig Harbor, WA 98335-1977</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Tel.: (253) 858-5434</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'>Fax: (253) 276-2373</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'><a href="http://steve@aitalaw.com" target="_blank"><span style='color:#0563C1'>steve@aitalaw.com</span></a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'><a href="http://www.aitalaw.com" target="_blank"><span style='color:#0563C1'>www.aitalaw.com</span></a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif'><a href="http://www.facebook.com/aitalaw" target="_blank"><span style='color:#0563C1'>www.facebook.com/aitalaw</span></a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div></div><p class=MsoNormal>***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.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></div></blockquote></div><p class=MsoNormal><o:p> </o:p></p><div style='border:solid #7F7F7F 1.5pt;padding:1.0pt 4.0pt 1.0pt 4.0pt'><div style='mso-element:para-border-div;border:solid #7F7F7F 1.5pt;padding:1.0pt 4.0pt 1.0pt 4.0pt'><p class=MsoNormal style='border:none;padding:0in'><span style='font-size:9.0pt;font-family:"Times New Roman",serif;color:gray'>IMPORTANT/CONFIDENTIAL:</span><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:gray'> </span><span style='font-size:9.0pt;font-family:"Times New Roman",serif;color:gray'>This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather,<em> please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.</em> </span><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:gray'><o:p></o:p></span></p></div></div></div></body></html>