Trust Administration

First NW Fiduciary, Inc. will manage the financial and personal affairs required under the trust when the owner(s) are unable.  Traditional trustee services include:

• Relationship building with the owner(s) and beneficiary(ies) to best serve the desired legacy or purpose of our engagement. 
• Hiring, managing, and organizing the team of professionals for asset management.  This often includes an investment advisor, tax preparer, property manager, attorney, and other professional. 
• Compliance with trust code laws, tax reporting requirements, and other applicable obligations.
• Bill pay
• In home visits

Examples of Traditional Trusts:

• Revocable Living Trust that becomes irrevocable upon death or incapacity
• Credit Shelter or Bypass Trust for a surviving spouse
• Special Needs Trust
• Irrevocable Trust providing support for a beneficiary(ies)
• Intentionally Defective Grantor Trust
• Charitable Remainder Trust
• Charitable Lead Trust
• Lifetime Gifting Trust