Your Trust is our Business®. . . Anywhere From starting in the basement of our founders home, to spending over 30 years in the same office building, Northwest Trustee & Management Services, LLC, now has a new “home” for our Spokane office, located at: 111 West CataldoSpokane, Washington 99201 Change is the heartbeat of growth…

In September of 2024, Stephen Trefts will be stepping down from his duties at Northwest Trustee & Management Services. As he reflects on this transition, he would like to take you through the experiences that made Northwest Trustee what it is today.

Stephen Trefts, President & Founder

An incredible journey started as a vision, born in the basement of our modest home more than 30 years ago, that led us to open an office in the Puget Sound.

We separate new business from client administration so our Relationship Teams can focus on what is most important…serving our clients.

Stephen Trefts, President

By achieving the designation of a state chartered trust company, and with our new capabilities under the recently enacted directed trust laws, we are even better equipped to provide your clients with creative solutions to their complex fiduciary needs.

We are thrilled to welcome Capstone Trust to the Northwest Trustee & Management Services’ family! The team from Capstone Trust is now part of Northwest Trustee, where we remain committed to offering trust and estate solutions.

Stephen Trefts, President

By creating a permanent presence in Boise, we have increased our ability to provide the unique services of an independent, non-bank, chartered Trust Company to residents all across Idaho.

Our business has transformed into a leading independent trust company that spans across Washington, Oregon, Idaho and Alaska.