Waypoint Fiduciary Services, LLC

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 443-393-7696.

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