Will Evans, CPA
Managing Director & Lead Trust CPA
Get to know Will
Leads fiduciary strategy, trust administration, tax-reporting coordination, and review of complex trust and estate structures.
Personal trust administration
For everythingyour trustcarries.
Thoughtful administration. Clear communication.
Care for the people behind the trust.
Independent judgment.
Personal attention.
The work of a trust is ongoing. We bring clarity to the decisions, details, and relationships along the way.
Care, made
practical.
We handle the details with diligence and discretion, so families and advisors can focus on what matters most.
01Trust administration
Accurate recordkeeping, timely reporting, and thoughtful day-to-day administration.
From distributions and organized records to beneficiary communication, we help carry out the ongoing responsibilities of a trust. We begin with the trust terms, clarify authority, and establish a practical rhythm for the work.
- Discretionary and directed trustee support
- Distributions, records, and reporting
- Clear communication with beneficiaries
02Investment oversight
A clear framework for investments, aligned with the trust’s objectives.
We coordinate with your investment professionals around policy, liquidity, and review responsibilities. The goal is a shared understanding of how investment decisions fit the trust—not a promise of investment performance.
- Investment policy and liquidity planning
- Coordination with existing investment advisors
- Documented responsibilities and review
03Fiduciary coordination
Connecting with advisors and institutions to keep the work aligned.
Trust responsibilities often span a family, an attorney, a CPA, and an investment advisor. We help define roles, connect the right people, and maintain continuity through transitions and special situations.
- Family governance and advisor collaboration
- Support through transitions and special situations
- Clear roles and organized follow-through
The people behind the trust
Every family has a story.
Our work is to help carry yours forward.
A relationship.
Not just a responsibility.
Behind every trust are people, priorities, and relationships worth understanding. We take the time to know what matters—and keep the work understandable along the way.
For families, trustees, and the advisors beside them, we bring independent judgment and a collaborative approach.
Meet the people at IronwoodsHow we begin
Clarity starts
with a conversation.
01
Listen
We learn about the trust, the people involved, and the questions in front of you.
02
Bring clarity
Together, we clarify roles, responsibilities, communication, and next steps.
03
Care for the details
We coordinate the work and maintain a clear record as needs evolve.
Our people
Good judgment.
People you can know.
Complementary perspectives, brought together around one thoughtful client experience.
Curtis Evans
Director of Client Strategy
Get to know Curtis
Guides client planning, advisor communication, business-owner transitions, and multi-entity coordination.
Bill Evans
Director of Technology
Get to know Bill
Leads technology strategy and operational improvement, helping the team turn complex information into clear workflows and a responsive client experience.
Insights
A little perspective.
A clearer path.
Getting started2 min read
The short document and decision checklist that makes the first conversation productive.
Trust administration2 min read
The recurring responsibilities that keep trusts compliant, organized, and beneficiary-friendly.
Working together1 min read
The communication habits that keep trust administration clean and reduce costly rework.
A direct conversation
Let’s talk about
what comes next.
Tell us what is changing. We’ll help you organize the questions in front of your family and advisory team.
Call us801-554-3715Email ushello@ironwoodstrust.com
Overland Park, Kansas 66223 (opens map in a new tab)
Please keep your first email general. Do not send trust documents, account details, or other sensitive information by ordinary email.
5604 W 153rd TerraceOverland Park, Kansas 66223 (opens map in a new tab)