WE Trust continually evolves to better support our clients, colleagues, and community. One way we do this is by sharing meaningful and relevant content that informs and inspires you to make thoughtful decisions about your estate and your family’s future.
At WE Trust, we are often appointed as Personal Representatives in wills. In this role, we carefully review estate planning documents and responsibly carry out the decedent’s final wishes. However,
The great American generational wealth transfer is underway, requiring more thought, planning, and strategy than ever before. According to Forbes, “Baby Boomers born between 1946 and 1964 are the wealthiest
When I used to think of trusts, I immediately thought of storied American families such as the Rockefellers, Vanderbilts, Morgans, Du Ponts, or Hearsts. But after working in the fiduciary
The phone rang at WE Trust on a Thursday afternoon around 3 PM. On the other end was an attorney, finalizing estate planning documents with her hospitalized client. The prognosis
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