Trusted Guidance Through Life’s Most Important Transitions
At TSS Advisors, we help individuals, families, and business owners plan for the future with confidence. Our Trust & Estate Planning services are designed to protect your assets, honor your values, and ensure a lasting legacy, all delivered with technical skill and a deeply personal touch.
What We Do
TSS Advisors provides comprehensive Trust & Estate Planning services tailored to your unique goals, family dynamics, and financial situation. Whether you’re navigating complex family structures, succession planning, or multigenerational wealth, we’re here to bring clarity and confidence to every step.
Our advisors work closely with clients and their legal teams to structure trusts, plan estates, and prepare for business and personal transitions. We offer guidance that integrates your estate goals with tax strategy, succession plans, and long-term financial security.
What sets us apart is not just our technical proficiency, but our ability to bring calm and order during emotional, high-stakes moments. We listen deeply, ask the right questions, and craft solutions that reflect your values, not just your balance sheet.
From first conversation to legacy implementation, we’re a steady hand and strategic partner that’s here to make a difference and forge legacies.
Why It Matters: Benefits of Our Trust & Estate Planning Services
- Preserve your legacy: Ensure your wealth and wishes are honored across generations.
- Minimize tax exposure: Strategically reduce estate and gift taxes through proactive planning.
- Protect loved ones: Create clarity and legal security for heirs, guardians, and beneficiaries.
- Plan for the future: Align business and personal goals for seamless ownership transitions.
- Gain peace of mind: Know your affairs are in order, your goals documented, and your values preserved.
Our Approach: How We Deliver
1. Discovery & Alignment
We begin by understanding your unique situation: your goals, family dynamics, assets, and any existing plans. We collaborate with your attorneys and key advisors to assess gaps and opportunities.
2. Strategy & Structuring
We craft a tailored plan integrating tax strategy, trust vehicles, succession planning, and long-term financial outcomes. Our guidance is proactive, clear, and grounded in deep expertise.
3. Ongoing Support & Optimization
Your plan isn’t static. As laws change and life evolves, we remain by your side, helping you adapt with confidence. From annual reviews to next-generation planning, we’re your long-term partner.
Who This Is For
Our Trust & Estate Planning services are ideal for:
- High-net-worth individuals and families seeking to preserve wealth and values across generations.
- Business owners who are navigating succession, ownership transfer, or preparing for sale.
- Executives, entrepreneurs, and professionals who want peace of mind around their estate and legacy.
- Family offices and trustees who need expert support with trust structuring and administration.
- Anyone facing complex transitions who wants a strategic partner, not just documents.
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 Next Step
Let’s preserve what matters most.
Schedule a no-obligation conversation with our estate planning team to explore how we can help. Whether you’re starting fresh or refining an existing plan, we’ll guide you with care, clarity, and confidence.
No pressure. Just people who care about getting it right for you and those who matter most.
