Loring, Wolcott & Coolidge (LWC) is a fiduciary in Boston. It employs my two trustees, Amory Loring Logan and David Cuetos. LWC manages my trust assets (portfolio) and my IRA.
Loring, Wolcott & Coolidge
230 Congress Street, Fl 12, Boston, MA 02110-2437
Web: https://lwcotrust.com
Trustee: Amory Loring Logan
Tel: (617) 622-2295
Cell Tel: ????
Email: aloring@lwcotrust.comTrustee: David Cuetos
Tel: (617) 622-2261)
Cell Tel:????
Email: dcuetos@lwcotrust.com
1. Correspondence (not on website, only in the Loose-leaf binder)
22-01. LWC to RBS, November 14, 1997 with some comments on my estate planning documents.2. Estate Planning Documents at LWC22-02. RBS to LWC, November 20, 1997 enclosing some changes to my Trust document; also some tax documents.
22-03. RBS to LWC, November 24, 1997 enclosing some tax items.
22-04. RBS to LWC, December 9, 1997 enclosing tax documents and other matters.
22-05. RBS to LWC, December 19, 1997, enclosing Last Will, Declaration of Trust, 347 Main Street Trust.
22-06. LWC to RBS, December 31, 1997, enclosing original of 347 Main Street Trust and a copy of this letter.
22-07. RBS to LWC, January 8, 1998, enclosing copy of 347 Main Street Trust.
22-08. RBS to LWC, November 25, 1998, enclosing documents as listed.
22-09. LWC to RBS, December 8, 1998, with copy of Acknowledgement of Receipt of Notice of Amendment for the RBS Trust.
22-10. LWC to RBS, May 3, 2019, re reviewing estate plan documents.
22-11. LWC to RBS, May 6, 2019, confirming documents look good.
3. Assets of Robert Stephenson 9-30-2022 To assist in determining potential Executor & Personal Representative Fees levied by Loring, Wolcott & Coolidge
E-mails not included elsewhere: