Washington Fiduciary Services
Serving Clients in Bellevue and the Surrounding Area
A fiduciary is someone who acts for and on behalf of another in a particular matter. A fiduciary duty is the highest standard of care at either equity or law.
Fiduciaries are expected to be extremely loyal to the person to whom he or she owes the duty, the “principal.” The fiduciary must not put his or her personal interests before the duty to the principal, and must not profit from the position as fiduciary, unless the principal consents.
Fiduciary relationships are highlighted by good faith, loyalty, and trust, and the word itself originally comes from the Latin fides, meaning faith, and fiducia.
Gregorek and Associates, PLLC offers professional fiduciary services as part of our overall commitment to providing valuable services to our clients and their families. Gregorek and Associates will provide fiduciary services with the integrity that you demand and deserve. All of our clients receive the highest ethical standard of care. We adhere to a strict standard of confidentiality and all fiduciary services are attorney-supervised.
We would be honored to be your fiduciary. There is no charge for an initial consultation. Gregorek and Associates, PLLC offers the following fiduciary services.
Trustee services for:
- Living trusts
- Irrevocable trusts
- Charitable trusts
- Special needs trusts
Estate and trust settlement services:
- Serve as personal representative (executor) of a last will and testament
- Serve as administrator of an intestate estate (person who died without a will)
- Serve as special representative
A living trust can be created to save money on taxes or set up long-term property management. A living trust is also known as a revocable trust, meaning it can be altered throughout the grantor’s lifetime.
Irrevocable trusts are terms under which a person’s assets are to be distributed, and those terms cannot be altered or amended. There are rare exceptions, where a court may change the terms due to particular circumstances.
Special needs trusts
These trusts accommodate beneficiaries who are disabled or mentally ill.
Charitable trusts are irrevocable trusts designed to benefit a philanthropic cause.
Contact us today
We can’t be sure what lies beyond the horizon. Still we charge ahead, realizing that we will encounter both calm waters and stormy seas. Gregorek and Associates can help you navigate your way through complicated financial and legal situations safely and securely. Contact Gregorek and Associates today.
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