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WE Trust Company
- Bookkeepers
- Seattle, WA
About this business
Location details
2303 W Commodore Way Suite 304, Ste 304, Seattle, WA, 98199, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My experience with WeTrust spanned over 3.5 years while advocating for my mom, a beneficiary in her brother's trust & will that were administered by WeTrust. Armed with that experience, I recommend you incorporate the following questions during any pre-contractual inquiry with any Trust/Estate settlement firm: (1) Can you provide me with several references from your past clients' beneficiaries? [I would weigh more heavily the reviews of actual beneficiaries, as opposed to, say, a favorable review posted by an attorney repres... read more
Carolyn Schaefer is professional and brings her longtime expertise in Estates to the table. I have worked with Carolyn in a law office and in her current role at WE Trust as Director of Estate Administration and her kind manner with delicate matters is unparalleled. Not only does she know her stuff, but she is nice to work with. I highly recommend WE Trust to my clients when looking for a professional fiduciary that is trustworthy, diligent, and gracious.
Amy Egtvet and her team at WE Trust have been a true asset to our organization. Their expertise in legal matters, bookkeeping, and money management has made a significant difference in the lives of our clients. We highly recommend them! Family Resource Home Care, Pam Stone Regional Manager Business Development
I have worked with WE Trust Company for many years, and continually made referrals to them for personal, estate and trust fiduciary services. They are caring, diligent and thoughtful in handling the client's needs.
This organization managed my stepdad's estate. Communication was poor -- we only got routine updates after specifically asking for same. Communication errors were not uncommon -- messages sent to one family member that were meant for another. We were asked to sign legal documents but not given the full document for review...until we asked. The process was incredibly drawn out, leading to more money in their coffers. Yes, there were complexities in the case, but we did not have confidence that they did all they could to exped... read more
Frequently asked questions about WE Trust Company
How is WE Trust Company rated?
WE Trust Company has a 4.1 star rating with 7 reviews.
When is WE Trust Company open?
WE Trust Company is closed now. It will open on Monday at 8:30 a.m.
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