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WELCOME TO ETHOS POINTE

Independent Trustee & Fiduciary Services

WHAT WE DO

Thoughtful planning includes choosing someone you trust to carry out your wishes. Ethos Pointe provides personal attention and experienced trust administration for individuals, families, and the attorneys who advise them.  Based in Bend, serving clients throughout Oregon and beyond.

Choosing a trustee is an important part of your estate plan. You need someone who understands your intentions, can manage the responsibilities ahead, and will treat your beneficiaries with care.

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Ethos Pointe serves as an independent professional trustee, helping you plan for future needs and administering trusts when it is time to act. We work with you and your estate planning attorney to understand your trust, your priorities, and the people it is intended to support.

We also provide estate administration and other fiduciary services to help manage financial and personal affairs through life’s transitions.

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Personal Service. Experienced Judgment.

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Every trust involves people, relationships, and decisions that deserve individual attention.

TRUSTEE

Administer trusts and manage assets for beneficiaries according to the trust’s terms.

PROBATE ADMINISTRATION

Administer estates as executor or personal representative, from gathering assets to distributing inheritances.

CONSERVATOR OR GUARDIAN

Manage the financial affairs of a minor or incapacitated person

TRUST PROTECTOR

Provide independent oversight and carry out specific duties authorized by the trust.

POWER OF ATTORNEY

Manage financial matters as an authorized agent under a power of attorney.

REPRESENTATIVE PAYEE

Manage Social Security benefits to help meet the beneficiary’s current and future needs.

CONTACT  ETHOS  POINTE

Your Trusted Partner in Fiduciary Excellence

Ethos Pointe Fiduciary Services

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