Ensure your legacy lives on and serves a purpose
Trustee Managment
Conservator Services
Guardianships
GET A FREE TRUST REVIEW
The Estate Planning Mistake Every Parent Makes
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!
OUR SERVICES
Guardianship alternatives or conservator consultation
Monthly check writing / bill paying
Consultation / Investigation / Testimony
Financial Consultation / Assessment
Trusteeship / Management
Patient Advocacy
Elder Care Consultation
Guardianship alternatives or conservator consultation
Monthly check writing / bill paying
Consultation / Investigation / Testimony
Financial Consultation / Assessment
Trusteeship / Management
Patient Advocacy
Elder Care Consultation
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!