Protecting Legacies. Preserving Peace of Mind.

Professional Fiduciary Services for Individuals & Families

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PROTECTING WHAT MATTERS MOST

Guidance, Support & Peace of Mind

Glacier Fiduciary Services provides trusted guidance for individuals, families, and beneficiaries throughout Washington State. We help manage estates, trusts, and fiduciary responsibilities with professionalism, integrity, and compassion. Our goal is to reduce stress, protect your interests, and provide peace of mind during life's most important transitions.

We Protect & Manage Trust Assets

As independent trustees, we administer trusts with transparency and accountability, ensuring assets are managed responsibly, beneficiaries are supported, and your wishes are carried out exactly as intended.

We Help Families Navigate Estate Settlement

We provide professional estate administration services, helping families manage probate responsibilities, settle obligations, coordinate documentation, and distribute assets efficiently while reducing stress during difficult transitions.

We Protect Those Who Need an Advocate

Serving as court-appointed Guardians ad Litem, we provide objective investigations, independent recommendations, and compassionate advocacy to protect the best interests of minors and vulnerable adults.

We Provide Stability When It Matters Most

When individuals cannot manage their own affairs, we provide trusted financial oversight, administrative support, and professional decision-making to protect their interests and maintain continuity.

Experience, Integrity & Steady Leadership When It Matters Most

With more than 35 years of experience in trust administration, estate management, wealth preservation, and fiduciary oversight, I bring a unique combination of legal knowledge, financial expertise, and compassionate guidance to every client relationship. My mission is simple: to help Washington families protect their assets, honor their wishes, and navigate life's most important transitions with confidence.

✓ 35+ Years Experience
✓ Juris Doctor (JD) Syracuse College of Law
✓ University of Chicago Graduate
✓ Serving Families Across Washington State

Why Choose Us

Experience, Integrity & Peace of Mind When It Matters Most

We understand that fiduciary matters often arise during periods of uncertainty, transition, and loss. Our role is to provide objective guidance, professional oversight, and peace of mind every step of the way.

Family matters can be emotional and complex. As an independent fiduciary, we provide neutral, unbiased oversight that helps reduce conflict and keeps decisions focused on what matters most.

With decades of experience in fiduciary oversight, estate administration, and wealth preservation, we bring the knowledge and professionalism needed to manage even the most complex situations.

We are committed to the highest ethical and fiduciary standards. Every decision is made with transparency, accountability, and a clear focus on protecting your interests.We are committed to the highest ethical and fiduciary standards. Every decision is made with transparency, accountability, and a clear focus on protecting your interests.

We provide dependable, professional management of your affairs with the consistency and continuity that only an established fiduciary organization can offer. Unlike individual family members, who may face personal obligations, life changes, or conflicts of interest, our team remains focused on carrying out your wishes and responsibilities with care, objectivity, and long-term stability. This ensures your affairs are managed reliably, both now and in the future.

FREQUENTLY ASKED QUESTIONS

Probate & Fiduciary Services

Probate is the legal process of settling a person’s estate after death, including validating a will, paying debts, and distributing assets. In Washington State, probate is not always required. Certain assets may pass directly to beneficiaries or qualify for simplified estate procedures.

In Washington State, a Personal Representative is the legal term for the individual or institution responsible for administering an estate. If named in a will, that person is often referred to as the Executor, but the court formally appoints them as the Personal Representative.

Once a Personal Representative properly notifies creditors, they generally have four months to submit claims against the estate. Claims filed after this period may be barred under Washington law.

Yes. Assets that have been properly transferred into a trust typically bypass the probate process. A Successor Trustee can manage and distribute those assets according to the terms of the trust, often saving time and preserving privacy.

A professional fiduciary provides objective oversight, specialized expertise, and continuity throughout the administration process. This can help reduce family conflict and ensure responsibilities are handled professionally and impartially.

A professional trustee may be beneficial when a trust is complex, family dynamics are challenging, beneficiaries live in different locations, or an independent third party is preferred to administer assets and distributions.

FOR ATTORNEYS & COURTS

Trusted Fiduciary Support for Attorneys, Courts & Complex Cases

Glacier Fiduciary Services serves as a trusted partner to attorneys and courts throughout Washington State. We regularly accept referrals and appointments for complex, high-conflict, and technically demanding fiduciary matters requiring objective oversight and professional administration.

We Frequently Serve As

✓ Independent  Representatives in contested probate matters
✓ Successor Trustees for complex or fractured family trusts
✓ Guardians ad Litem (GAL) for minors and incapacitated adults
✓ Special Administrators for emergency estate preservation

Financial Insights

News and Resources

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Let's Start the Conversation

Call us now 360.202.7343 or fill out the form

Whether you're planning for the future, administering an estate, managing a trust, or seeking a court-appointed fiduciary, Glacier Fiduciary Services is here to help. We provide professional, objective guidance tailored to your unique situation, helping you move forward with confidence and peace of mind.