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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 |
For the past several years, my family has used We Trust to help navigate the evolving landscape of my aging parents I will forever be indebted to them for everything they did for our entire family. To have people that one can actually rely on is both precious and exceedingly rare these days. Thank you from the bottom of my heart!
My experience with this trust company was disappointing. After working with them, I chose to move my children's trusts to another corporate trustee that I found to be more responsive and less expensive. In my experience, the company coordinated trust administration, while investment management and tax preparation were handled by outside professionals for additional fees. The trust's tax return was filed late, and I was dissatisfied with how that was handled. It was also not clear to me whether the required distributions from... read more
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
Frequently asked questions about WE Trust Company
How is WE Trust Company rated?
WE Trust Company has a 4.1 star rating with 9 reviews.
When is WE Trust Company open?
WE Trust Company is open now. It will close at 4:30 p.m.
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