Estate Planning

Leaving A Legacy With Navigoe Trust Services

"The sooner we learn to be jointly responsible, the easier the sailing will be."
- Ella Maillart

There was a time when trustee services were provided by your local banker, someone who you and your family knew personally. This local banker was often involved in the planning and the legal documentation process. Unfortunately, such relationships are rare in today’s era of multinational mega-banks. It is complicated by estate planning attorneys whose business focuses more on one time document preparation rather than ongoing estate planning conversations.

It is more important than ever to work with a professional trustee who you have a relationship with, is accessible to all beneficiaries and can help you and your heirs navigate financial decisions. Learn how Navigoe brings together the relationship of the traditional community banker with the expertise and resources of a modern estate planner.

Estate Planning Services

Navigoe provides a wide range of estate planning services, while partnering with all of the professionals involved in your estate planning and administration. Our team can serve several roles depending on the level of service that you require.

Wealth advisor

  • Coordinates the relationship and activities between you, your beneficiaries, your attorney and accountant.
  • Provides investment counsel in accordance with your trust document, while incorporating tax and estate planning strategies
  • Helps to establish multigenerational estate planning strategies

Trust Document Creation

  • Wills, Trusts, Powers of Attorney and Healthcare powers. 
  • Customized documents is a timely manner, usually under 2 weeks
  • Cost-effective solutions with easy and affordable ability to modify documents

Professional trustee

  • Navigoe Professional Fiduciary service  
  • Serves as a trustee that’s bound by the terms of your trust and has a fiduciary responsibility to administer them as written
  • Performs administrative duties, such as distributions, tax reporting and bill payment

The Value of Using Navigoe Professional Fiduciary

Family Unity

Minimize personal issues that commonly arise when one child or family member is put in charge of administering the trust, helping preserve harmony and relationships.


Protect your wealth, and maintain compliance with internal auditors, outside auditors and government regulations.


Leverage our trust administration and investment management expertise to efficiently and effectively manage your trust.


Maintain fairness by administering the trust as it was written, and avoid the pressure of favoring one class of beneficiaries over another.

Other Services

Comprehensive Wealth Management

Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.

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Investment Consulting

Protect and grow your wealth with a partner who carefully manages your portfolio to minimize risk and maximize returns.

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Tax Planning

Develop an integrated tax strategy to minimize taxes over your lifetime.

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