Beacon Trustee Services is a professional fiduciary firm specializing in comprehensive trustee and guardianship services for individuals and businesses throughout Washington State. Led by Sarah J. Pugh, CTFA, CPG, the firm stands out for its dedicated focus on protecting vulnerable adults and its commitment to transparent, value-based fee structures.
The firm operates with a client-centered approach, emphasizing personalized care and rigorous financial oversight. It offers liability insurance up to $1 million and bonding for all liquid assets, with no minimum market value requirements. Beacon Trustee Services is particularly suited for clients seeking ethical, experienced management of trusts, estates, and guardianships, with fees charged based on time involved rather than account value.
Services Offered
- Attorney-in-fact services
- Guardian services
- Guardian ad litem services
- Forensic accounting
- Trustee services
- Trust administration
- Estate administration
- Financial planning
Beacon serves clients across Washington State from offices in Longview and Vancouver, with services available in English. The firm’s professional certifications and focus on fiduciary integrity make it a trusted choice for sensitive financial and personal matters.
