Northwest Trustee & Management Services provides expert trust management services in Seattle and across Washington.
Our team specializes in administering trusts and estates with professionalism, transparency, and personalized attention, ensuring your assets are managed efficiently and aligned with your long-term goals.
Our services include trust management, estate administration and serving under a durable power of attorney for finances.
We specialize in trusts and estates to support families in their time of need, with a special focus on complex family dynamics and complex assets, including Settlement and Special Needs Trusts.
Whether you're planning for your family's future or need help navigating complex trust structures, we're here to help. Please call our Seattle office at 360-515-0281.
Professional Trust Management Services for clients in Seattle, Spokane, Tacoma, Bellingham, Vancouver, Yakima, Western Washington and throughout the state.
How can we help you?
TRUST & ESTATE SERVICES IN SEATTLE
Depending on the type of trust you have and the level of services you require, our team can partially manage or fully manage all aspects of your trust.
When a loved one qualifies (or may qualify in the future) for government assistance due to a physical or mental disability, setting up a Special Needs Trust may be the right solution.
We walk beside individuals who have experienced emotional and/or physical injuries to help enrich lives.
We customize our services based upon the unique needs of each family. Our “trustee only” approach provides an unbiased perspective which benefits you.
We provide unbiased, independent services to affluent families and this frequently results in discussions, guidance and implementation of charitable planning.
WHAT MAKES OUR SEATTLE TRUST SERVICES DIFFERENT?
Professional trust and estate management is our passion and sole focus. We've done it well for over 35 years, and this has led us to become experts in Seattle and across the Northwest.
Trust management is complicated, and requires an exceptional team. We know the importance of teamwork and relationships – which is why we work with the team you choose.
You will always be a person to us, not an account. You can always depend on being able to talk to your relationship team who knows you and is prepared to listen, answer questions, and help solve problems.
As a regulated financial institution, you can count on us to serve your future generations with consistent integrity and accountability.
Thank you for considering Northwest Trustee & Management Services
We understand that protecting your financial legacy is about more than just paperwork – it's about securing your family's future with precision, expertise, and personalized care. Our dedicated team of trust professionals brings decades of combined experience to help you navigate complex trust management, ensuring your assets are protected, strategically administered, and seamlessly transferred according to your exact wishes.
We look forward to learning more about your trust and estate management needs. Feel free to contact us with any questions.
Greg Bowman – Chief Executive Officer
Seattle Relationship Teams
Our Seattle Trust & Estate & Relationship Team dedicates their time to exclusively serving clients who have engaged us in a current capacity, meaning we are actively managing their trusts and estates.
Alex Nazarco
Trust Officer
Alex brings deep expertise in trust and estate administration. He simplifies complex financial matters, values collaboration, and aligns with Northwest Trustee’s client-focused, integrity-driven approach through clear communication and team-based service.
Francesca Mabon
Trust Associate
Destiny Daley
Trust Associate
Business Development Team
Your first call for new business opportunities is our business development team. We are here to help if you:
- Are a professional considering us as a referral for your client
- Are considering our services now or in the future
- Have named us in your estate plan or trust
Krista Fitzpatrick, CTFA
Business Development Manager
Krista is the main point of contact for all clients and professionals considering our services. Over the past 20 years, she has built a reputation of providing exceptional service to clients of vastly differing backgrounds.
Greg Bowman, CPA
Chief Executive Officer
With over 20 years of experience, Greg collaborates with clients and advisors to review and implement the appropriate fiduciary relationship, often when complex assets and large real estate holdings are involved.
Aaron McMurray, PhD
Trust & Strategic Growth Officer
Aaron brings over 20 years of strategic leadership experience, specializing in working with clients and professional advisors to structure estate, trust and charitable gift plans, including those involving complex assets.
To better understand your needs,
your initial consultation will be scheduled via Zoom or phone call
with a member of our Business Development Team.
WHICH CLIENTS DO WE HELP?
Choosing Northwest Trustee & Management Services requires confidence in the value we can add to you or your client.
If you are looking for a trustee yourself, you will want to know if we will carry out our duties with the same integrity you have used to build your estate. If you are a professional advisor, you will want to know if we will provide your client with the high level of service as they are getting from you.
In our 35+ years of experience in the Northwest, we have found that different people need different information when making this selection.
Professional trust and estate management is our passion and sole focus. We do it well, and this has led us to become experts in the Northwest. The life of a family member trustee can be a tough one with awkward and possibly contentious conversations with family members, the stress of managing your families’ assets, and significant administration. As a professional trustee, we can take the things out of your life that cause you stress and allow you to focus on what is really important – being a member of your family again.
While at no time do we act as an attorney for you or your client, we can provide professional fiduciary services to complement your wise counsel to your clients, as well as advice on how to tailor a trust document to meet their needs.
We always seek to retain the investment advisor of our client whenever possible, offering highly professional and personal fiduciary services in conjunction with your investment expertise.
You are focused on winning your case, often dealing with challenging situations and emotional family members. We can help you to structure a solution where your clients are best served through a trust or a guardianship, and the money you win them will be protected for the benefit of the injured party.
Your trust is our business®
Northwest Trustee & Management Services provides expert trust management services in greater Seattle and across Washington.
Our team specializes in administering trusts with professionalism, transparency, and personalized attention, ensuring your assets are managed efficiently and aligned with your long-term goals.
Services include trust management, financial power of attorney, guardianship of estate, estate administration, and agency agreements. Our services are designed to help clients who are estate planning, investment advisors, and estate attorneys.
Whether you're planning for your family's future or need help navigating complex trust structures, we’re here to help. Please call our Seattle office at (360) 515-0281.
Professional Trust Management Services for clients in Seattle, Spokane, Tacoma, Bellingham, Vancouver, Yakima, Western Washington and throughout the state.
- Trust Administration & Estate Settlement
- Special Needs Trust Services
- Settlement Trust Services
- Services for Successful Families
- Charitable Services
Trust Administration & Estate Settlement for Seattle Residents
Our experienced team oversees and administers trusts and estates, ensuring the responsible management of assets according to the grantor’s intent as stipulated in the trust or will and the best interests of the beneficiaries.
Specifically, we focus on:
- Assisting you in structuring and funding your trust, alongside your attorney
- Holding, managing and safeguarding unique assets
- Working with your investment advisor to oversee investments
- Providing a team approach to address healthcare, if required
- Completing all administration associated with the trust or estate, including marshaling assets, paying debts and taxes, and distributing assets to beneficiaries.
Special Needs Trust Services
When a loved one qualifies (or may qualify in the future) for government assistance due to a physical or mental disability, setting up a Special Needs Trust may be the right solution.
Whether this trust is set-up now or created after the Grantor’s lifetime in an estate plan, Northwest Trustee & Management Services is here to help guide clients through the process with their attorney. With a department dedicated to serving beneficiaries of Special Needs Trusts, Northwest Trustee & Management Services is trusted to provide hands-on, personalized care to each beneficiary.
Settlement Trust Services
Settlement trusts are crucial because they protect and manage money received through settlements, often from personal injury cases. By providing structured disbursements and professional management, these trusts ensure the long-term financial security and well-being of the beneficiary.
As the trustee of your settlement trust, Northwest Trustee & Management Services will walk beside you for your benefit and the benefit of your injured family member. We work closely with family members, the medical community, state services and the court system to make sure the beneficiary obtains all state or federal benefits to which he or she is entitled.
Services for Successful Families in Seattle
We specialize in providing comprehensive trust administration services to successful individuals and families.
Our focus is to provide an independent and unbiased perspective for our clients. We are committed to delivering personalized and proactive solutions that help our clients achieve their long-term financial and personal goals, including management of unique assets and business holdings, and transfer of wealth.
Charitable Services
At Northwest Trustee & Management Services, we have seen wealth change lives and communities, both for the better and for the worse. We are passionate about seeing the wealth of individuals and families improve lives and the world we all share.
We provide unbiased, independent services to affluent families and this frequently results in discussions, guidance and implementation of charitable planning. Our firm can act as administrators of private family foundations and trustee of charitable trusts.