Professional Trustee Services in Lake Oswego and West Linn

Families in Lake Oswego, West Linn and across Clackamas County have often spent a lifetime building something worth protecting: a home, investments, a family legacy. Steward Legacy Group helps make sure it's handled with the same care, without placing the burden on your children.

We serve as independent trustee and successor trustee for trusts with real estate, investment accounts and multiple beneficiaries. We coordinate with your attorney, CPA and financial advisor, and you work directly with us, never a call center.

Also serving Wilsonville, Oregon City and Happy Valley.

Why local families choose an independent trustee: keeping peace among adult children, avoiding the minimums and turnover of bank trust departments, and having someone nearby who can manage property and care decisions in person.

  • Yes. We oversee the property, coordinate maintenance and handle a sale when the trust directs it.

FAQs