Patricia Williams
Activepatricia.williams@foundation.org
Total Estate Value
$8.50M
Active Vaults
2
Beneficiaries
3
Next Check-In
539 days
CurrentAsset Allocation
View DetailsTop Holdings
Education Endowment Fund
municipal_bond
$3.50M
3500 units
Environmental Impact Fund
corporate_bond
$2.80M
2800 units
Community Development REIT
commercial
$1.20M
1200 shares
Stablecoin Reserve
other_crypto
$500K
500000 USDC
Scholarship Trust Tokens
startup_tokens
$500K
1000 tokens
Estate Vaults
Add VaultLegal Documents
Last Will and Testament
Updated 2026-02-18
Living Trust Agreement
Updated 2024-02-29
Power of Attorney
Updated 2024-02-29
Healthcare Directive
Updated 2026-02-18
Client Details
Address
1200 Charity Lane, Seattle, WA 98101
Client Since
2024-02-29
Estate Name
Williams Charitable Foundation
Notes
Philanthropic estate dedicated to education and environmental causes. All assets designated for charitable organizations.
Beneficiaries
ManageGlobal Education Initiative
charity
Ocean Conservation Fund
charity
Local Community Foundation
charity
Recent Activity
Check-in completed
Monthly liveness check
Asset updated
Education Endowment Fund value refreshed
Vault created
Williams Charitable Foundation established
Check-In Status
Current