Wesley Walters (Lead Trustee)
719 Wilcox Street
Castle Rock, CO 80104
Phone: 719-329-8589
Email: wes@atlas-fiduciaryservices.com
Professional Oversight for Your Family Legacy
Our Fiduciary Scope
At Atlas Fiduciary Services, we provide more than just administration. We offer the reassurance that your estate plan will be executed with integrity, precision, and a deep respect for the intentions you have set for your heirs.
Estate & Trust Services
Providing stable oversight for your legacy, ensuring your directives are honored with integrity.
Trustee Services
Our role as a neutral Trustee relieves family burdens while ensuring tax-efficient asset distribution according to your specific plan.
- Objective and conflict-free asset distribution
- Comprehensive financial and tax reporting
- Long-term capital preservation oversight
Executor & Personal Representative
We navigate the complexities of probate and estate settlement, acting as a steady hand during difficult family transitions.
- Accurate inventory and asset appraisal
- Professional resolution of debts and estate taxes
- Equitable inheritance management and delivery
Financial Power of Attorney Agent
We step in to manage your financial life with professional care and integrity if you become unable to do so yourself. Our role as an agent ensures your obligations are met and your assets remain protected during times of incapacity.
- Professional oversight of banking and investment accounts
- Seamless payment of household and business expenses
- Oversight of real estate and tax filings during incapacity
- Acting as a neutral, reliable third party to minimize family conflict
Secure your financial continuity today.
Bill Payment Services
We provide comprehensive daily financial management to ensure your obligations are met with absolute precision and regularity. Our service offers the peace of mind that comes from professional, automated oversight of your household and business expenses.
- Management of recurring household and medical expenses
- Oversight and payment of semi-annual and annual tax obligations
- Reconciliation of accounts and detailed financial reporting
- Protection against late fees and service interruptions
Managing daily finances can become a burden as complexity grows. We invite you to discuss how we can simplify your life.
Comprehensive Support Tasks
Real Estate Services
Let Atlas navigate the complexities of settling real estate transactions on your behalf. Selling a residence can be cumbersome—dealing with agents, navigating offers, and coordinating buyer contingencies and repairs is time-consuming. Let us assist you with this process.
Collaborative Meetings
We organize constructive dialogues to articulate your legacy goals. Our professional mediation balances expectations and maintains harmony among beneficiaries throughout the transition process.
Estate Liquidation Strategy
Our firm manages the valuation and orderly sale of tangible property. We process inventories with care, ensuring every heirloom is respected and the estate receives fair market compensation.
Digital Legacy Management
We secure your virtual footprint, from encrypted data to online accounts. Our specialists oversee the orderly handover of digital assets, following your strict security and privacy protocols.
Support Services
Already listed as a trustee, executor, or agent and need additional help completing your role? Give us a call—we’re glad to support you and help ensure your responsibilities are taken care of.
Secure Your Family’s Future
Planning your estate is an act of love and foresight. We invite you to begin a conversation with us today to ensure your legacy is handled with the professionalism and care it deserves. Book an online or in-person consultation to discuss how Atlas Fiduciary Group can provide peace of mind for you and your loved ones.