Special Needs Trust Experts
Trust between client and fiduciary is the beating heart of how we support our Trust beneficiaries. As your fiduciary trustee for a Special Needs Trust, Support Trust, Asset Protection Trust, or investment management, we will always be your advocate. That we promise. We invite you to learn how we can help.
Professional Trustee Services in Seattle and Denver
For nearly three decades—beginning in Denver and expanding to Seattle and the Pacific Northwest—Golden Fiduciary Services has served as a trusted fiduciary and trustee for Special Needs Trusts, Support Trusts, Settlement Trusts, Asset Protection Trusts, and investment accounts. By building strong relationships with our clients and their families, we’re able to identify each beneficiary’s needs, manage cash flow and investments, and plan for both immediate and long-term goals. We assist with everything from purchasing a home to coordinating specialized medical care or budgeting for an accessible vehicle.
Our team has a deep understanding of public benefit programs such as Medicaid and Social Security, and we know the rules trustees must follow to protect eligibility and maximize available benefits. This expertise is especially critical when administering Special Needs Trusts, where careful planning and execution are essential to preserving access to vital supports.
Our staff includes compassionate professionals with extensive experience working with individuals with special needs, their families, and their circles of support. Together, we provide thoughtful guidance and personalized service to help our clients live with dignity, security, and greater independence.
Special Needs Trusts
We help families maximize their trusts to improve health, happiness, and quality of life. With decades of experience serving individuals with diverse abilities, we bring trusted expertise in Special Needs Trusts and public benefits. Our comprehensive approach means we get to know each client personally, ensuring the trust is used to its fullest potential while carefully managing assets for the long term.
Support Trusts
A Support Trust provides for a beneficiary’s needs and maintenance through regular distributions, promoting well-being today and into the future. Like a Special Needs Trust, it reflects both our fiduciary responsibility and our commitment to each client. We take time to understand every family’s goals and circumstances, delivering attentive, personalized service designed to meet their unique needs.
Asset Protection Trusts
As trustee of Asset Protection Trusts, we help clients preserve wealth against life’s uncertainties—creditors, lawsuits, divorce, and more. Through careful planning and prudent asset management, we design trust structures that safeguard financial security. With legal protections and experienced oversight, we ensure assets remain protected for the future while continuing to serve a client’s ongoing needs.
Investment Management
We also provide investment management for personal and retirement accounts, and also serve as investment agent for trustees. We work closely with each client to design strategies that reflect their goals and risk tolerance, building portfolios that meet today’s needs while growing for tomorrow. We take a proactive, personalized approach and offer highly competitive fees to deliver lasting value.
Fiduciary services you can trust
Full Financial Services
We provide all financial-related services, including bill-paying, general accounting, record-keeping, coordination of trust tax return preparation, etc. We also offer portfolio management, due diligence, direction, and reporting of the investment portfolio.
Preparation of all Trust-related Documents
We handle the preparation of all annual state reporting documents and required court reports. In addition, we provide periodic financial reports to trust beneficiaries, required legal/court authorities, and co-trustees/notice parties.
Coordinating all professional services
Coordination of trust tax return preparation, and overseeing professional services including taxation, real estate, financial planning, and estate planning are all part of our service package.
Secure Fiduciary Services
GFS is independently owned and operated as a trust service office of Midwest Trust Company (MTC). GFS is covered by a Financial Institution Bond as well as Management Liability and Fiduciary Liability Insurance.
Let us help you protect what matters.
Get started with a no obligation consultation.