Services
National Fiduciary Trust is an independent, advisor-friendly trust company dedicated to providing comprehensive fiduciary and trust administration services throughout Washington State. Our experienced professionals are committed to protecting your legacy, managing your assets with integrity, and delivering personalized solutions for individuals, families, their advisors, and other professionals. Click a service below to learn more.
Fiduciary Services
Sole Trustee: Full trust management and administration
Co-Trustee: Collaborative trust oversight with individuals or institutions
Successor Trustee: Seamless transition and continuity when needed
Agent for Trustee: Administrative and compliance support for individual trustees
Trust Administration
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Accounting and Reporting
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Management of both mandatory and discretionary distributions
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Engagement and coordination with attorneys, CPAs, advisors, and other professionals
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Payment of third-party expenses on behalf of the trust
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Preparation and filing of trust tax returns
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Conduct annual reviews
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Guidance and education for beneficiaries
Types of Trusts Administered​
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Revocable Trusts
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Irrevocable Trusts
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Testamentary Trusts
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Credit Shelter Trusts
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Special Needs Trusts
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Settlement Trusts
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Directed Trusts
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Delegated Trusts
Investment Management
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Monitoring of preferred financial advisor
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Discretionary investment management when required
Private Office
Services
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Personal planning and budgeting assistance
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Bill payment services
Probate Services
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Serving as Personal Representative or Executor for estate settlement
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Act as Agent for Executor to provide administrative expertise
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Consult with estate planning attorney
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Facilitate the distribution of estate assets according to the legal agreements
