Estate Services

A well-executed estate plan may provide peace of mind that your wishes will be carried out and that family members are cared for. Wells Fargo Private Bank can help you efficiently transition your wealth, working with your advisors to assist with tax and legal concerns.

For beneficiaries, settling an estate can be complicated, time consuming, and stressful. Often, they may be unprepared to deal with the complexities and numerous tasks involved in settling an estate.

Our comprehensive estate settlement services are designed to help fulfill your wishes and offer your beneficiaries the support and guidance they need during a difficult time.

Assisting your family with the estate settlement process

Wells Fargo can act in several different capacities to assist you—as executor (personal representative), co-executor, trustee, co-trustee, successor trustee, or as an agent for an executor. We manage every aspect of the process and serve as an objective third party in handling any disputes. Our estate settlement specialists will assist you or your family with:

  • Tax-efficient solutions for even the most complex estates
  • Timely collection, valuation, and distribution of assets
  • Court administration services
  • Monitoring taxes and other expenses
  • Professional asset management
  • Preparing estate, inheritance, and income tax returns

Support from experienced professionals

The estate settlement process can be confusing, but the knowledgeable and dedicated Estate Services specialists at Wells Fargo can assist you or your family through the process. Using a team-based approach, we’ll consult with your professional advisors, such as an attorney or accountant, to help manage the estate settlement. You or your beneficiary will also have access to additional guidance, when needed, such as team members with advanced credentials.

Through planning and communication, your estate can be settled promptly, impartially, in accordance with your wishes, and with minimal stress.

Interested in learning more about our Estate Services? Connect With Us

Your diverse needs

Your needs and goals are personal and specific to you. By working to create a comprehensive wealth management plan that aligns with your needs and goals, we can help you: