[WSBARP] Professional Fiduciary in Puget Sound area

[Nick Pleasants]

Finding the right professional fiduciary will depend on the assets, family dynamics, where there is a need for an ongoing trustee/testamentary trust, is it a taxable estate, etc.
Most banks have a trust department, so if they have a good relationship at their local bank, you could start there.
If you want a local trust company or independent fiduciary, here are some of the ones I have worked with:
Ohana Fiduciary Corporation https://www.ohanafc.com/
Guardianship Services of Seattle https://trustguard.org/
Schoen Trust Company https://schoentrust.com/
Weyburn Fiduciary Services https://www.weyburnfiduciary.com/
Lifetime Advocacy Plus www.laplus.org<http://www.laplus.org>

Best,
Nick


Nicholas Pleasants | Shareholder

[OseranHahnAttyatLaw 8]

11225 SE 6th Street | Suite 100 | Bellevue, WA 98004
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>

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________________________________
From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> on behalf of Kristen Anderson <kristen at kandersonlegal.com>
Sent: Thursday, November 20, 2025 2:13 PM
To: wsbarp at lists.wsbarppt.com <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Professional Fiduciary in Puget Sound area



I have an estate planning client who no longer has anyone who is competent to provide executor functions under her will. Does anyone have any recommendations for a professional fiduciary in the area?



Kristen Anderson


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