Trust Services

WestStar Wealth Management specializes in fiduciary service, with expertise in serving as sole trustee, co-trustee, successor trustee, and directed trustee to assist our clients in preserving, managing, and transferring their wealth pursuant to their goals. 

WestStar provides expertise in the administration of various types of trusts to include:

  • Revocable Trust
  • Grantor Trust
  • Irrevocable Trust
  • Testamentary Trust
  • Estate Tax Exemption, Marital, & Generation Skipping Trusts
  • Special Needs Trust
  • Court Trust

WestStar’s expert team provides invaluable insight, personalized investment strategies, and asset management solutions to help you achieve your goals. At WestStar, we seamlessly integrate into your team, working alongside legal representatives and family members to help ensure a smooth administration. Our commitment to integrity is unwavering, ensuring that you have a fiduciary professional you can trust. By choosing WestStar Wealth Management as your trustee, you have a reliable and experienced corporate fiduciary by your side.

Let us help you navigate the complexities of financial management with confidence and peace of mind. Partner with us today.

We invite you to schedule a complimentary consultation with a WestStar Trust Specialist.

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Local, Experienced Experts