Derek Haake helps families protect what they’ve built and navigate the caring, sometimes difficult work of settling estates when life changes unexpectedly. At Bank of America he was an Estate Settlement Officer and corporate trustee, administering estates across the country and handling everything from IRS matters to real estate, business interests, oil and gas leases, and investment portfolios—experience that gives him a practical, behind‑the‑scenes perspective on estate administration. He has also represented families and fiduciaries in private estate and trust matters, resolving disputes, guiding clients through probate, and helping move assets to the next generation as smoothly as possible. A former technology founder, Derek understands business succession and the needs of closely held companies. He founded TrustFully to combine that deep settlement experience with modern technology and a client‑first approach, so high‑quality estate planning is accessible, efficient, and tailored to real families.
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