Serving clients throughout Puget Sound and beyond.

Our Mission

To steward the financial wealth of our clients

To protect the interests of owners and beneficiaries

To empower clients in the wealth transfer process

Our Story

CAPSTONE Trust was established on the simple premise of filling an unmet need for professional fiduciary services that still allows the client to maintain their ecosystem of other advisors, counselors and attorneys.  We feel privileged to partner with grantors, beneficiaries, attorneys, CPAs and advisors in helping to steward wealth for the well-being and benefit of others.

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COVID-19 COMPANY STATUS

We at Capstone Trust recognized that these are challenging and unprecedented times. Ramifications from the COVID-19 outbreak are being felt in communities around the world and ours is no exception. Given that new reality, we want to underscore the fact that CAPSTONE Trust and its people are safe, working remotely and continuing to perform the essential function of administrating trusts and settling estates. We stand ready to serve our market and are fully capable of meeting remotely with clients and advisors as we seek to be of service. For more information, please do not hesitate to contact us at 360-515-0281 or info@capstonetrust.net.