A Professional Trustee Your Clients Can Count On.
When your client needs someone to serve as trustee and family isn't the right fit, Steward Legacy Group is an independent professional trustee firm that works as an extension of your practice. We keep you involved, we respond quickly, and we carry out your client's plan exactly as you drafted it.
Why attorneys refer to Steward Legacy Group
We respond fast
The most common frustration we hear from attorneys is slow response from trustee providers. We return calls and emails promptly and keep files moving.
Truly independent
We sell no investments or insurance and receive no commissions. Your client's existing financial advisor relationships stay intact.
The whole load
We coordinate accountants, financial advisors, real estate, distributions and, when a client becomes incapacitated, their care.
You stay involved
We never replace the drafting attorney. We consult you throughout administration and route legal questions back to you.
Personal, not institutional
Your clients and their families work directly with Carmen Shah and Risa Davis, not a rotating account officer.
Roles we serve
Trustee and successor trustee for revocable and irrevocable trusts
Backup or alternate successor trustee
Co trustee alongside a family member
Agent under durable financial power of attorney
Personal representative in Oregon probate
Clients who are a strong fit
Clients who don't want to burden their children or worry about sibling conflict
Clients with no family member able, nearby or willing to serve
Blended families where neutrality matters
Successor trustees who want to hand off the role
Trusts with real estate and multiple accounts
How referrals work
Call or email us with the client's situation. No confidential details needed for a first conversation.
We schedule a complimentary consultation with your client, with you included if you'd like.
We confirm fit and provide our fee schedule and engagement terms.
You name Steward Legacy Group in the trust or other documents.
You name Steward Legacy Group in the trust or other documents.
Fees
Our fee schedule is available to attorneys on request and is reviewed with every client before engagement.
Keep us on file
Download our one page attorney reference sheet: who we serve, the roles we accept, how to name us in trust documents and how to reach us.