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<p style="direction: ltr; line-height: normal; margin: 0px;"><span style="font-family: Aptos, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Try NW Trustee and Management. I just talked to them today and they will serve as co-trustee with
a spouse on a marital trust. They may also do so in your client's situation. </span></p>
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<span style="font-family: Arial, sans-serif; font-size: 14pt; color: rgb(89, 89, 89); line-height: 1.5;"><b>Ronda Larson Kramer</b></span></p>
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<span style="font-family: Arial, sans-serif; font-size: 10pt; line-height: 1.5;"><b>J.D., LL.M. Taxation</b></span><span style="font-family: Arial, sans-serif; font-size: 12pt; line-height: 1.5;"><b>,</b></span><span style="font-family: Arial, sans-serif; font-size: 10pt; line-height: 1.5;"><b> Owner </b></span></p>
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PLLC</b></span></p>
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<b>From: </b>wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Anna Cashman <anna@bc-estatelaw.com><br>
<b>Date: </b>Thursday, May 21, 2026 at 12:10 PM<br>
<b>To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>Re: [WSBAPT] Professional Trustee<br>
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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.</p>
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You may see if Trustor’s daughter wants to resign as a co-trustee.</p>
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Anna</p>
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Anna M. Cashman</p>
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<img src="cid:image001.png@01DCE91A.B21A6CD0" id="Picture_x0020_1" width="163" height="49" style="width: 1.7083in; height: 0.5208in; max-width: 100%; margin-top: 0px; margin-bottom: 0px;"></p>
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1000 Second Avenue, Suite 3670</p>
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Seattle, WA 98104</p>
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Tel (206) 382-4414</p>
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<span style="color: rgb(33, 94, 153);"><a href="mailto:anna@bc-estatelaw.com" data-outlook-id="77d25de8-ff04-4d77-a451-dcadf83a66a2" style="color: rgb(33, 94, 153); margin-top: 0px; margin-bottom: 0px;"><u>anna@bc-estatelaw.com</u></a></span></p>
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<span style="font-family: Calibri, sans-serif; font-size: 11pt;"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<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 <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Professional Trustee</span></p>
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<span style="font-family: Arial, sans-serif;">If anyone has a name for this, please share. </span></p>
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<span style="font-family: Arial, sans-serif;"> </span></p>
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<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. </span></p>
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<span style="font-family: Arial, sans-serif;"> </span></p>
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<span style="font-family: Arial, sans-serif;">If this has changed - please do share with the group. </span></p>
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<span style="font-family: Arial, sans-serif;"> </span></p>
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<span style="font-family: Arial, sans-serif;">Brent</span></p>
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<p class="WordSection1"><span style="font-family: "Times New Roman", serif;"><b>Brent Williams-Ruth</b> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span></p>
<p class="WordSection1"><span style="font-family: "Times New Roman", serif;"><b>Law Offices of Brent Williams-Ruth,
</b></span><span style="font-family: "Times New Roman", serif; font-size: 7.5pt;"><b>a division of BWR Consulting, PLLC</b></span></p>
<p class="WordSection1"><span style="font-family: "Times New Roman", serif;"><b>Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</b></span></p>
<p class="WordSection1"><span style="font-family: "Times New Roman", serif; color: red;"><b>Mailing Address:</b></span><span style="font-family: "Times New Roman", serif;"><b> PO BOX 3319; Federal Way, WA 98063 </b></span></p>
<p class="WordSection1"><span style="font-family: "Times New Roman", serif;">Office/Scheduling Phone:</span><span style="font-family: "Times New Roman", serif; color: rgb(0, 64, 128);"> </span><span style="font-family: "Times New Roman", serif; color: red;">(253)
285-7751</span></p>
<p class="WordSection1"><span style="font-family: "Times New Roman", serif; color: red;">For All Meetings & Scheduling:
</span><span style="font-family: "Times New Roman", serif; color: blue;"><a href="mailto:info@williams-ruthlaw.com" target="_blank" data-outlook-id="0ffcffa4-df4b-41ec-8c26-e158326179d9" style="color: blue; margin-top: 0px; margin-bottom: 0px;"><u>info@williams-ruthlaw.com</u></a></span></p>
<p class="WordSection1"><span style="font-family: "Times New Roman", serif; color: blue;"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank" data-outlook-id="3d6f3d60-1298-4688-9b61-afcd9a95941d" style="color: blue; margin-top: 0px; margin-bottom: 0px;"><u>e-mail</u></a></span><span style="font-family: "Times New Roman", serif;"> /
</span><span style="font-family: "Times New Roman", serif; color: blue;"><a href="http://www.williams-ruthlaw.com/" target="_blank" data-outlook-id="1b610c9f-44ff-4ed9-8b8e-414970bf2d35" style="color: blue; margin-top: 0px; margin-bottom: 0px;"><u>website</u></a></span><span style="font-family: "Times New Roman", serif;"> /</span><span style="font-family: "Times New Roman", serif; font-size: 9.5pt;"> </span><span style="font-family: "Times New Roman", serif; font-size: 9.5pt; color: blue;"><a href="http://www.facebook.com/bwrlaw" target="_blank" data-outlook-id="7fcb68f2-6a86-4a12-8457-fb3d64e4b2fb" style="color: blue; margin-top: 0px; margin-bottom: 0px;"><u>facebook</u></a></span><span style="font-family: "Times New Roman", serif; font-size: 9.5pt;"> / </span></p>
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On Thu, May 21, 2026 at 10:32<span style="font-family: Arial, sans-serif;"> </span>AM <<span style="color: blue;"><a href="mailto:steve@aitalaw.com" data-outlook-id="1659134a-dc0e-4617-b3c3-a7319ca5c7e3" style="color: blue; margin-top: 0px; margin-bottom: 0px;"><u>steve@aitalaw.com</u></a></span>>
wrote:</p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 11pt;">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></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 11pt;"> </span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 11pt;">Thank you,</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 11pt;"> </span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 11pt;">Steve Aita</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 11pt;"> </span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">---------</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;"> </span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">P. Stephen Aita</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">Attorney at Law</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">Admitted in Washington & Idaho</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;"> </span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">3010 Harborview Dr., Suite 301</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">Gig Harbor, WA 98335-1977</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">Tel.: (253) 858-5434</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;">Fax: (253) 276-2373</span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt;"> </span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt; color: rgb(5, 99, 193);"><a href="http://steve@aitalaw.com/" target="_blank" data-outlook-id="42427b23-afeb-462b-9de5-8925fc8f63c3" style="color: rgb(5, 99, 193); margin-top: 0px; margin-bottom: 0px;"><u>steve@aitalaw.com</u></a></span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt; color: rgb(5, 99, 193);"><a href="http://www.aitalaw.com/" target="_blank" data-outlook-id="e12aaf06-a02e-4f16-8b38-02073c27d8b0" style="color: rgb(5, 99, 193); margin-top: 0px; margin-bottom: 0px;"><u>www.aitalaw.com</u></a></span></p>
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<span style="font-family: "Franklin Gothic Book", sans-serif; font-size: 9pt; color: rgb(5, 99, 193);"><a href="http://www.facebook.com/aitalaw" target="_blank" data-outlook-id="4e1877eb-3f1b-4fac-8f59-d14eeb6e0bd9" style="color: rgb(5, 99, 193); margin-top: 0px; margin-bottom: 0px;"><u>www.facebook.com/aitalaw</u></a></span></p>
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<span style="color: blue;"><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank" data-outlook-id="d54f3f94-41e9-4036-926a-a9b95fe218df" style="color: blue; margin-top: 0px; margin-bottom: 0px;"><u>http://mailman.fsr.com/mailman/listinfo/wsbapt</u></a></span></p>
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