Professional Trustee and Brokerage Services

Providing reliable assistance for your estate and investment needs.
Trustee Services

Professional management
of your trusts and estates.

Commercial and residential
investment properties

Expertise in self-directed retirement account investing.

Real Estate Brokerage
Notes and Land Contracts

Trustee and
Broker Services

After over three decades of practicing as an attorney in Texas, North Carolina and Iowa, and as a real estate broker and nationwide investor with an emphasis in self-directed retirement accounts, Peggy Palms now offers real estate brokerage and trustee services for revocable and irrevocable trusts, land trusts, as well as estate administration.

concrete house near a body of water and forest

Peggy went above and beyond to be sure that my assets were protected and my retirement was comfortable and stress free. I highly recommend her services!

A. P, Fairfield Iowa

I was impressed by Peggy's professionalism and knowledge in managing my comfort and estate planning.
Truly a great experience!

★★★★★
★★★★★

J.T., Vedic City, Iowa