Schedule Your Free Estate Planning Consultation

*Please note: Consultations involving Elder Law, Guardianship, Beneficiary Representation, Litigation, and Medicaid Planning require a fee. Estate and Trust Administration consultations are free for the first 30 minutes, with fees applying thereafter. A form of payment is required when scheduling these consultations.

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.