The Washington Trustee, Ltd. manages the assets of its trusts carefully and wisely
All trust assets will be the responsibility of the trustee and as such a custom tailored portfolio plan is established for each individual trust. Each trust relationship dictates its own specific parameters which will be established at the offset. A determination will be made Inc. which portfolio money management company will be working with each trust as early in the process as possible. Unlike larger trust companies, we will work closely with your chosen portfolio manager to assure the custom tailoring you desire.
Our staff is well organized and knowledgeable about each and every aspect of a trust relationship. Our time management system for managing each individual trust and its particular dates and deadlines is well supported. We also have a complete trust accounting system in place, both in the computer and in hard copy to make certain that all information is accessible at any time.
In order to be well apprised of current issues in the trust area, we continue to keep informed by regularly attending seminars in continued education on the subject and keep in contact through constant updating the information available to us. CPA's, attorneys and other professionals will be engaged to assist in specific decision making as needed in order to provide our trusts with the most up to date information and service available.
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