Ensure your legacy lives on and serves a purpose

GET A FREE TRUST REVIEW

Imagine how much pain and disfunction we can solve by letting a professional come in and take care of the little things.

The Estate Planning Mistake Every Parent Makes

4 MIN VIDEO

Special Offer

Flat $2,495 Estate Settlement Service

(fees normally start at around $4,000)

What the Trustee will do for you:

  • Work with attorneys
  • Ensure that necessary tax forms are prepared and filed properly
  • Work with CPAs
  • Work with the courts
  • Answer questions from beneficiaries and other interested parties
  • Ensure that assets that were directed to the trust are received and recorded
  • Distribute the funds
  • Allow all family members to grieve without having to deal with possibly divisive issues

Only available to the first 500 participants

*This offer includes a 12 month money back guarantee

Find out how we can give your family peace of mind today!

*WWWB is not a law firm, nor affiliated with one, and does not provide legal advice.

Protecting Family Value and Relationships

Many people spend a lifetime caring for their family and accumulating wealth. Transferring these assets to their loved ones can be a wonderful blessing, if done properly.

Our team of local conservators, guardians, and trustees are trained professionals who understand how to make this difficult time more peaceful because they act as a neutral third party.

WWWB Trustees has a fiduciary responsibility to maintain our client’s LEGACY, minimize family dysfunction, and to work to keep the family together. Being a fiduciary means we have a legal responsibility to act in our client’s best interest even after they have passed away.

It has been commonplace for a child to undertake the responsibility of settling an estate but rarely does this go well. The truth is that no matter how intelligent a person is, if they don’t have the training and the tools necessary to complete this complicated task, things can get very messy.

Designating a child as the executor of an estate is a risky move. Don’t set your family up to fight about money and possessions. Instead, let them mourn your passing and CELEBRATE YOUR LIFE!

Hire a WWWB Trustee.

OUR SERVICES

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Guardianship alternatives or conservator consultation

Monthly check writing / bill paying

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Consultation / Investigation / Testimony

Financial Consultation / Assessment

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Trusteeship / Management

Patient Advocacy

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Elder Care Consultation

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Slide 1a

Guardianship alternatives or conservator consultation

Slide 1b

Monthly check writing / bill paying

Slide 2a

Consultation / Investigation / Testimony

Slide 2b

Financial Consultation / Assessment

Slide 3a

Trusteeship / Management

Slide 3b

Patient Advocacy

Slide 4

Elder Care Consultation

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Client Portal

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Client Portal – your virtual safety deposit box – is an easier way to keep track of all those vital documents.

Client Portal never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place!