Guidance Through Complexity. Confidence in Every Step.
We provide expert, compassionate trust and estate administration services for individuals and families navigating some of life’s most significant transitions. Our approach blends technical precision with human care, ensuring your legacy is protected and your wishes are honored.
What We Do
At TSS Advisors, we help individuals, families, and fiduciaries manage the complex responsibilities associated with probate and trust administration. These moments are often emotional, time-sensitive, and deeply personal, and they require more than just financial expertise. They are best handled with a steady, experienced partner.
Our services include estate settlement, fiduciary accounting, trust tax compliance, asset distribution coordination, and advisory guidance throughout the process. Whether you’re acting as an executor, trustee, or beneficiary, we ensure nothing slips through the cracks and everything is handled with clarity and care.
Every situation is unique. That’s why we tailor our services to your specific needs and goals. With our trusted team of estate professionals, you’ll never feel like you’re navigating this alone. We’re here to simplify the process and help you move forward with confidence.
Why It Matters
Choosing the right partner for probate and trust administration can significantly impact your financial outcome, emotional peace, and legal compliance. Here’s what you gain by working with TSS:
- Clarity during chaos – We bring order to complex estates and help you avoid costly mistakes.
- Timely, accurate execution – Deadlines and details matter; we stay on top of both.
- Minimized stress – Our compassionate, people-first approach supports you through a sensitive time.
- Protection of your legacy – We honor the intent behind every estate and ensure it’s carried out properly.
- Expert insight – Deep knowledge of Northern New England estate and trust rules ensures local precision.
How We Do It: A Proven, People-First Approach
1. Discovery & Planning
We start with a thoughtful intake process to understand your unique family, legal, and financial situation. This includes reviewing estate documents, identifying stakeholders, and outlining your goals.
2. Execution & Administration
Our team manages filings, fiduciary obligations, communications with beneficiaries, and tax compliance with precision and discretion. We ensure full transparency and proactive updates.
3. Ongoing Advisory
Beyond administration, we’re here for the long term, advising on distribution strategies, post-settlement planning, and ongoing trust needs. You’ll always have a partner you can turn to.
Who This Is For
This service is ideal for:
- Family members or executors managing a loved one’s estate.
- High-net-worth individuals who need complex trust structures administered properly.
- Attorneys or financial professionals seeking a trusted partner to support their clients’ estate needs.
- Trustees and beneficiaries looking for guidance, compliance, and peace of mind.
Whether you’re navigating probate for the first time or managing a multi-generational trust, TSS Advisors offers the expertise and human touch that make a difference.
Meet the Trust & Estate Planning Team
Steffany Jastak - Senior Manager
Steffany joined TSS Advisors in 2024 after working as a corporate Trustee for most of her career. She is both an attorney and CPA, and she has specialized in Trust and Estate taxation and administration for the past 20 years. Steffany is a member of the Oregon Society of CPAs, the Oregon State Bar, and the AICPA’s Trust & Estate group. As one of TSS’ remote employees, Steffany lives with her husband, Eric, and their energetic German Shepherds in Portland, Oregon. In her free time, Steffany likes to cook for her large extended family, likes all kinds of music, and enjoys exploring the many scenic locations in her native Pacific Northwest.
Take the First Step
Schedule a consultation today.
We’ll listen, guide, and support you through every detail so you can focus on what matters most.
There’s no pressure, just a clear, honest conversation about how we can help.
