HFG Trust offers specialized trust services that simplify life for individuals and families across the Tri-Cities and beyond. As a fiduciary-first partner, we provide trust and estate services built on experience, empathy, and multigenerational relationships–so you can move forward with clarity and peace of mind.
What Are Trust Services with HFG Trust?
Trust services are about more than protecting assets—they’re about understanding and preserving your intentions, estate planning, and the legacy you wish to leave behind. Our team helps you establish and administer trusts that align with your goals and adapt as life evolves.
As a fiduciary, we act in your best interest. Always. That means no commissions, no product-pushing—just clear, trustworthy guidance.
We help you:
- Plan for personal, family, or charitable trusts that reflect your wishes
- Administer and manage trusts with care, accuracy, and transparency
- Coordinate legal, tax, and investment strategies in one place
- Communicate with beneficiaries, offer ongoing education, and support you with care and compassion throughout the process
- Adjust your plan as your needs or life circumstances change
- Equip you with key information and insight before meeting with an attorney
We’re not here to impress with industry jargon. We’re here to help you feel self-assured in your financial decisions.
Professional Trustee Services
Appointing a corporate trustee can bring stability and accountability to your estate plan. At HFG Trust, we provide objective oversight, detailed reporting, and straightforward communication—so your legacy stays on track and your wishes are honored.
Our trust & estate services include:
- Trust administration and ongoing investment management
- Legal and tax coordination with your advisory team
- Distribution oversight and beneficiary support
- Discretionary decision-making with documented rationale
- Transparent reporting and fiduciary compliance
Personal Trustee Services
When individuals and families need support navigating the complexities of trust management, we step in with empathy and structure. Our personal trust services are ideal when a loved one can no longer manage their financial matters or when family dynamics make delegation the wisest choice.
We bring professionalism to emotionally charged situations, helping ensure decisions are made with care, with care and in harmony with a long-term mindset.
Trusted and Highly Rated
Clients trust us not just for our credentials—but for our consistency. Since 1983, we’ve been a steady guide through transitions and legacy decisions. That trust shows up in how we listen, how we educate, and how we deliver.
Built on Trust. Backed by Experience.
We’ve spent more than 40 years building HFG Trust into what it is today: a fiduciary partner with deep roots in the Tri-Cities and a growing national presence. Our trust services are backed by specialized knowledge and experience and delivered with personal care.
Here’s what sets us apart:
- A fiduciary-first, commission-free advisory model
- Advisors who listen, educate, and collaborate—not sell
- Specialized expertise in estate, retirement, investment, and tax strategy
- A strong local presence with multi-generational relationships across the U.S.
We’re not here to sell products. We’re here to help you protect what matters.
Insights That Move You Forward
Explore timely insights from the HFG Trust team. From estate planning and trustee responsibilities to retirement strategy and succession planning, our blog is your resource for smart, simplified financial decision-making.
Important, But Not Urgent: The Quiet Power of Estate Planning
 Late summer has its own rhythm. Vacations are wrapping up, the days are long but slowly shortening, and thoughts are starting to turn toward fall routines. It’s a natural…
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Frequently Asked Questions
What is the difference between a trust and an estate plan?
A trust is a legal structure used to hold and manage assets. An estate plan is a broader strategy that may include trusts, wills, healthcare directives, and powers of attorney to guide asset transfer and personal decisions during life and after death.
Is it better to have a will or trust in Washington state?
Trusts offer more privacy and flexibility than wills and can help bypass probate. Many Washington residents use both, but trusts often provide greater control and efficiency.
Should I put my house in a trust in Washington state?
Putting your house in a trust can help your heirs avoid probate and ease transitions if you become incapacitated. It’s a common and strategic move in many estate plans.
How much does a trust cost in Washington state?
Trust creation costs vary based on complexity and legal needs. We’ll walk you through options during your consultation so you can make informed, cost-effective decisions.
Ready to Simplify Your Financial Life?
You don’t have to figure this out alone. Whether you’re exploring trust options for the first time or ready to refine your estate plan, we’re here to help you move forward with confidence.
Let’s build your financial future—together.
