Experienced & Trusted Independent Trustee with Over 25 Years of Experience
As an independent trustee, I provide clients with the peace of mind that comes from having an experienced and impartial professional manage their trusts. With over 25 years of experience representing clients in trust matters and as certified public accountant, I am uniquely positioned to serve as a dedicated and knowledgeable trustee, executor, or fiduciary agent.
Why Choose an Independent Trustee?
Selecting the right trustee is one of the most important decisions you will make in the estate planning process. An independent trustee offers several benefits, including:
- Impartiality – As an independent trustee, I ensure that all beneficiaries are treated fairly and that the trust is administered in accordance with its terms.
- Expertise – With extensive experience in drafting and managing trusts, I can help navigate the complex legal and financial responsibilities involved in trust administration.
- Reliability – My role as an independent trustee provides continuity and professional management, protecting the trust’s assets for current and future beneficiaries.
Trust Administration Services
I have represented individual and corporate trustees for 25 years, giving me an in-depth understanding of the legal obligations and challenges involved in trust management. As an independent trustee, I offer the following services:
- Administering Trusts – Ensuring that the terms of the trust are carried out efficiently and in compliance with all applicable laws.
- Managing Assets – Handling the financial aspects of the trust, including investments, distributions, and maintaining proper records.
- Communicating with Beneficiaries – Providing clear and regular communication to beneficiaries, ensuring transparency and addressing any concerns that may arise.
- Tax and Legal Compliance – Ensuring that the trust complies with tax laws and filing necessary documents to meet all legal obligations.
Executor & Fiduciary Agent Services
In addition to serving as an independent trustee, I also offer services as an executor or fiduciary agent, helping clients manage the complexities of estate administration. As an executor or fiduciary agent, I can:
- Administer Estates – Handle the legal and financial aspects of estate administration, including probate, distribution of assets, and resolution of claims.
- Protect Beneficiaries’ Interests – Ensure that the decedent’s wishes are respected and that all beneficiaries receive their rightful inheritance.
- Navigate Probate Proceedings – I provide skilled guidance through the probate process, working to minimize delays and conflicts.
A Professional You Can Trust
As a member of the Independent Trustee Alliance and a professional with over two decades of experience in estate planning and trust administration, I am committed to upholding the highest standards of integrity and professionalism. Whether acting as a trustee, executor, or fiduciary agent, I work to ensure that your trust or estate is managed with the utmost care and attention to detail.
Why Work with Waggoner Law Office?
- Over 25 Years of Experience – I have been helping clients manage their trusts and estates for over two decades.
- Independent & Impartial – As an independent trustee, I bring an unbiased approach to trust administration, ensuring fairness for all beneficiaries.
- Comprehensive Service – From trust administration to estate execution, I handle all aspects of managing your estate with professionalism and expertise.
- Member of the Independent Trustee Alliance – I am part of a respected organization dedicated to ethical and knowledgeable trust management.
If you are looking for an experienced and independent trustee or need assistance with estate administration, contact Waggoner Law Office today. I am here to provide reliable, professional guidance for all your trust and fiduciary needs.