integrity ∙ discretion ∙ compassion ∙ dedication ∙ expertise ∙ trust
WE Trust Company Testimonials
WE Trust Company has administered and settled hundreds of estates and trusts, serving tirelessly as financial advocates for our clients. Building strong relationships is at the heart of our business, and our singular mission is to bring peace of mind to those we serve. Below are testimonials from some of our satisfied clients, sharing their experiences with our services.
“WE Trust Company has been my personal bookkeeping firm for nearly ten years and has been incredibly helpful with all my financial matters. Not only have they managed the bookkeeping for my various personal accounts, but they’ve also taken care of overseeing the family charitable fund. The firm has also provided invaluable support in working with my tax accountant to prepare tax information and even assisted with resolving challenging IRS tax estimates and payments.
The team at WE Trust is always attentive and prompt in addressing my questions on any subject, and my primary partner has gone above and beyond in providing detailed information whenever requested. I cannot recommend WE Trust highly enough to anyone considering their services. They have been a loyal, discreet, and tremendously helpful part of my life.”
Phoebe A, Seattle WA.
“I feel good that I have found them, enjoy working with them and am relaxed that we have a compassionate team of experienced fiduciaries that can smartly take care of everything for us.”
Gennie T. Seattle WA.
“WE Trust did a great job at moving the process forward with minimal effort on our part. It also relieved a lot of stress and pressure. I sing your praises to anyone who will listen!”
Laura F, Seattle WA.
“You are not only a great bill payment / record keeping organization, but a wonderful counselor and listener.”
Gwen B.
“Amy Egtvet and her team at WE Trust offer the gold standard in professional fiduciary services here in Seattle. They act with professionalism and personal care for the people and estates they represent. Another benefit is that they are not affiliated with any financial institution and do not stand to personally benefit from the investment decisions they make on behalf of clients the way that trustees for large banks are. I highly recommend.”
M.G.
“I am thoroughly impressed with my experience at WE Trust. From start to finish, their commitment to exceptional service and client satisfaction was evident. The team at WE Trust is not only professional but genuinely dedicated to helping their clients navigate their financial journey with ease and confidence.”
Seattle Estate Planning Attorney