Choosing a trustee is one of the most important decisions in your estate plan. Steward Legacy Group is an independent trustee firm in Portland, Oregon. We serve as trustee for your trust so your wishes are carried out with care, accuracy and neutrality, and the people you love are free to simply be family.
Professional Trustee Services for Oregon Families
Operations Conductor
Not want to place a responsibility that can last years on a child or spouse
Worry that naming one child will create conflict with siblings
Have no family member who is able, nearby or right for the role
Have a blended family, a beneficiary with special circumstances, or real estate and several accounts to manage
Want your trust handled professionally, without the impersonal feel of a bank
Families name a third party trustee for many reasons. You might:
What we do as your trustee
Administration.
We secure and manage trust assets, pay bills and debts, file trust tax returns through your accountant, and keep detailed records for beneficiaries and the court if ever needed.
Fulfillment.
We make distributions carefully, fairly and exactly as your trust directs, and we keep beneficiaries informed from start to finish.
Coordination.
We work directly with your estate planning attorney, accountant and financial advisor so nothing falls through the cracks. Your family has one point of contact.
Independent trustee, bank, or family member
A corporate trustee at a bank often focuses on investment management and may require large account minimums. A family member offers personal care but takes on personal liability, often for the first time and while grieving. As an independent professional trustee, we bring the expertise and neutrality of an institution with the personal attention of people who know your family. We sell no financial products and receive no commissions.
How it works
1.
Schedule a free consultation to talk through your family, your goals and your trust.
2.
We review whether your trust is a good fit and answer every question.
3.
Your estate planning attorney names Steward Legacy Group as trustee or successor trustee.
4.
We stay in touch as your plan changes, and we step in when the time comes.
Our fees are transparent and explained in full during your consultation, before you make any decision. We serve trusts of a range of sizes, including estates with real estate, investment accounts and multiple beneficiaries.
Professional trustee fees
FAQs
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A professional trustee manages a trust on behalf of its beneficiaries: securing assets, paying expenses and taxes, keeping records, communicating with beneficiaries and distributing assets according to the trust.
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It depends on your family. A professional trustee is often the better fit when there is family conflict, no family member nearby, complex assets, or a wish to protect loved ones from the workload and liability.
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Yes. Many clients name Steward Legacy Group as successor trustee to take over when they pass away or can no longer manage their own affairs.
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For trusts with real estate or several accounts, trust administration commonly takes 12 to 18 months.
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No. We are an independent professional trustee firm. We don't hold or sell investments, and we work alongside the financial professionals you already trust.
Let us take this off your plate.
Small text at the bottom: This page is general information, not legal advice. Please consult your estate planning attorney about your specific trust.