Your trust. Our expertise.

Because your family’s financial well-being is our top priority, we want to help you feel supported at every stage—not just by us, but by the trusted professionals you may need along the way.

These are independent professionals our clients often work with—handpicked for their quality, but not affiliated with Baxter & Associates or Osaic Wealth.

Estates & Trusts

Prefered Provider

Legacy Legal, LLC

Doug Coe and the entire team at Legacy Legal are dedicated to helping families protect what matters most. They are seasoned estate planning attorneys with an approachable style. Their clear guidance makes complex legal decisions feel more manageable and secure.

It all starts with a introductory call to help answer your questions about how the process works and if they are the right team for your special needs.

Use this link to set up your first introductory meeting.

Get in Touch with Legacy Legal, LLC

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Prefered Provider

Premier Trust

Endorsed by Osaic, Premier Trust has decades of experience guiding families through the complexities of trust administration. Their team helps ease the burden on loved ones by handling the responsibilities of trustee or executor with professionalism and care. With Premier Trust, you gain:

Confidence that your estate will be managed according to your wishes
Relief knowing your family won’t carry the administrative weight
Assurance from a nationally recognized provider trusted by advisors and clients alike

Partnering with Premier Trust means your legacy is supported with knowledge, compassion, and reliability.

FIND OUT MORE ABOUT PREMIER TRUST