Investment Management

You can look to BECU Trust Company to receive on-going professional investment management from an experienced wealth management team. We will monitor all of your investments, investigate investment trends, assess risks, and continually seek out new investment opportunities. Whether your investments are regular investment accounts, IRA, or trust accounts, we can manage your portfolio for you. Call us to talk with a BECU Trust Company Professional today.

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Confidential Trust Administration

At BECU Trust Company, we understand the complications you face when you move into the role of trustee. Should you be named a trustee, we can act as your agent, allowing you to serve your role as trustee while we perform the required duties on your behalf. If you do not have a trustee selected, we can act as trustee if the need arises.

With BECU Trust Company acting as your trustee, all complex legal, financial and tax issues are handled by a team of professionals— promptly and professionally. We guide you through complex processes and help you sidestep the possible pitfalls that an improperly administered trust can cause—including unnecessary personal financial liability, tax burdens, and escalating legal consequences.

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Life and Estate Planning

When it’s time to set up a trust or create a life or estate plan, it helps to have an experienced representative at your side. As your trustee or agent, BECU Trust Company will guide you through the complex process of planning your financial estate, will, or trusts—including revocable living trusts, irrevocable trusts, charitable trusts, and special needs trusts.

Although we do not draft legal documents at BECU Trust Company, we are available to advise you, help you establish a plan that meets your particular needs, and offer attorney referrals for the actual drafting process. Please call us to talk with a BECU Trust Company Professional in further detail about your unique needs.

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Estate Settlement

When it’s time to settle your estate, your heirs will need an experienced representative who works in accordance with your wishes, providing expert personal attention. We can act as an executor, personal representative, or as agent for an individual named in this position, ensuring your instructions are carried out. Call us to talk with a BECU Trust Company Professional today.

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Concierge Services

While we are managing your investments, our experienced team can take care of your day-to-day financial responsibilities like paying bills, record keeping, and monitoring your cash flow, giving you the freedom to travel, pursue hobbies, spend time with your family, or volunteer. Call us to talk with a BECU Trust Company Professional today.

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Check out the articles, webcasts, seminars and calculators we've developed to help you learn and plan.