Our Approach

A well-executed estate plan can provide peace of mind that your wishes will be carried out and family members will be cared for. WestStar Wealth Management can help you efficiently transition your wealth, working with your advisors to assist with tax and legal concerns.

Executing your wishes, as directed in your estate plan, is a complex process that may require extensive probate administration, management of your assets, and disbursements to your beneficiaries. With WestStar Wealth Management as your executor, successor trustee, or co-trustee, you are assured of the experience required to settle your estate efficiently, professionally, and impartially. 

Years of Experience

Because we manage trusts and estates on a daily basis, we are familiar with the legal responsibilities of an executor or trustee and can perform those duties in a timely and efficient manner. We have experience with tax and estate planning strategies, as well as management of a wide variety of assets. Moreover, with constantly changing tax laws, we constantly educate our staff on the very latest in estate and trust laws and administration strategies.