40% of Americans Don’t Think They Have Enough Assets to Create a Will.^*

Wealth transfer solutions

Perhaps your estate planning requirements are simple, or maybe you have more complex needs, such as a child with special needs or a beneficiary who has difficulties managing money responsibly. Whatever your wealth transfer challenges, we can help you find the solutions that align with your best interest including:

^{* 2024 Wills and Estate Planning Study.}

We can recommend appropriate trusts to fulfill your long-term goals, work with your attorney to create or change your trust, provide custody services and a strong fiduciary investment platform, apply investment strategies, administer distributions, and provide record keeping through our trust company partners.

Don’t forget that there’s more to estate planning than just your Last Will and Testament. At a minimum, you’ll also want to complete a Durable Power of Attorney, Living Will, and Health Care Proxy, as well as designate an executor for your estate.