PROFESSIONAL TRUST & ESTATE MANAGEMENT

made personal

because your trust is our business®

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TRANSITIONS & REFLECTIONS

A LETTER FROM OUR FOUNDER, STEPHEN TREFTS

SPECIAL EDITION NEWSLETTER ARTICLE, JANUARY 2024

In September of 2024, I will be stepping down from my duties at Northwest Trustee & Management Services. As I reflect on this transition, I would like to take you through the experiences that made Northwest Trustee what it is today.

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SO WHAT MAKES US DIFFERENT?

IT'S OUR BUSINESS, NOT A SIDELINE

Professional trust and estate management is our passion and sole focus. We do it well, and this has led us to become experts in the Northwest.

WE WORK WITH YOUR TEAM OF ADVISORS AND ATTORNEYS

Trust management is complicated, and requires an exceptional team. We know the importance of teamwork and relationships – which is why we work with the team you choose.

WE KEEP IT PERSONAL

You will always be a person to us, not an account. You can always depend on being able to talk to your trust officer who knows you and is prepared to listen, answer questions, and help solve problems.

WE ARE A STATE CHARTERED TRUST COMPANY

You can count on us to serve your future generations with consistent integrity and accountability.