Schedule Your Free Estate Planning Consultation

*Please note that consultations related to Elder Law, Guardianship, and Medicaid planning are not free and do require a consultation fee. A form of payment will be required to schedule these appointments with an attorney.

*First Name

*Last Name

*Phone

*Email

*Are You A New Client?

How Can We Help You?

*Select Your Preferred Location

How Did You Find Us?

Waypoint Fiduciary Services, LLC serves as and provides Trustee services, including services for Trusts with asset values below corporate-type trustee minimums, for various kinds of trusts, including testamentary trusts, lifetime trusts, life insurance trusts, special needs trusts, and more. Waypoint Fiduciary Services, LLC also offers Trust Advisor/Protector services.

Waypoint Fiduciary Services, LLC also offers the following additional services:

Legal representation, including but not limited to: compliance with Maryland Trust Act requirements;
Court proceedings related to administering a Trust (ex., modification of Trust terms, judicial terminations), and guidance on interpretation of Trust terms;
Preparation of Trust Income Tax Returns;
Preparation of Trust Accountings;
Maintenance of Trust Books and Records;
Assistance with initial set-up of new Trusts (obtain Tax ID number, organize Trust management, open new Trust accounts);
Manage Trust Terminations, including: calculating distributions, determining Inheritance Tax due (if applicable); and preparing releases of Liability for Trustees.

For more information about Waypoint Fiduciary Services, LLC and its services, please contact Stephen Elville at steve@elvilleassociates.com, or 443-339-5638.