Welcome to WE Trust Company.
Many people ask, “What is WE Trust Company, and what do you do?” Our stated company vision “Peace of Mind, Delivered,” is meaningful yet broad. While peace of mind means different things to different people, let me explain how we help and how we try to deliver on that vision.
To understand who we are and what we do, it’s easiest to start by clarifying who we are not. We are not attorneys, financial advisors, accountants, or care managers. We don’t give legal, investment, tax, or health care advice. However, we work closely with these professionals to benefit our shared clients.
Here’s how we define our role at WE Trust:
- Personal Representative of Estates: We are named in wills and trusts to carry out the wishes of someone who has passed away—managing assets, settling accounts and final tax returns, and distributing the estate.
- Trustee of Trusts: As independent trustees, we do not take assets under management, but rather collaborate with outside financial advisors to manage trust funds. We also spend more time than the average trust company getting to know our beneficiaries, educating them about their trust, why it exists and how it can help them.
- Agent under a Durable Power of Attorney for Financial Matters: We walk alongside our clients to gain an understanding of their financial lives and step in as their direct advocate should they need us.
- Family Office Administrator: For busy, high net worth people with complex financial lives, we serve as a gatekeeper for daily financial matters, such as paying bills, assisting with gathering information for tax preparation, and managing multiple households.
These roles are complex and require patience, critical thinking, and creativity. To provide a simple sport analogy, we act as the quarterback for our clients’ financial matters—a role that’s in high demand in today’s complex world.
Since 1997, we’ve been honored to manage key aspects of people’s lives—acting as neutral third-party administrators, advocates, and problem solvers. We approach our work with impartiality, using legal documents as our guide, without bringing personal family dynamics into the equation. We understand financial legacies are deeply emotional, and we respect each family’s unique circumstances.
With this blog, I hope to share insights from my 22 years of experience in this field. It’s been a rewarding journey, and I’m still learning every day.
So, what is WE Trust Company? What do we do for people? I will continue to answer that in future blogs. For now, I’ll leave you with our mission: We are a premier fiduciary company known for dedication to our clients and advocating with integrity, discretion, and compassion. Our focus is you.