Estate Services

A professional approach to estate and trust settlement

As one of the leading national providers of estate settlement services, Wells Fargo Bank, N.A. can help you pass your legacy on to your beneficiaries in an efficient, effective manner. Acting as the executor or personal representative of your estate, trustee of your trust, or agent for your appointed fiduciary, we offer comprehensive services and strategies to support the unique settlement needs of each estate or trust.

Dedicated specialists to help honor your wishes and serve your beneficiaries

Our Estate Services team has the experience needed to implement strategies where your plan is accurately, objectively, and professionally executed in a timely manner.

With advanced degrees, certifications, and specialized knowledge related to complex estate review, tax, and wealth planning matters, we can take the lead in the estate settlement process to help relieve your loved ones of the various responsibilities that may be involved, including:

  • Estate plan review 
  • Probate and trust administration
  • Valuations and appraisals of trust and estate assets, including family businesses, real estate, and tangible personal property
  • Marshaling, safeguarding, and management of assets
  • Estate, inheritance, and fiduciary income tax return preparation
  • Impartial dispute resolution
  • Partial and final distribution of assets
  • Recordkeeping and bookkeeping
  • Post-mortem planning
  • Consulting with your attorney, accountant, and other outside advisors
  • Provide ongoing support for your beneficiaries

Creating a well-executed plan

The right executor and trustee can be critical to settling your estate to your preferred specifications. Our commitment to working with you and your family, and serving the best interests of your beneficiaries, can instill confidence in knowing your wishes will be carried out and your loved ones are provided for.

Estate Settlement Essentials

How to navigate the settlement process for executors and trustees.

Go step-by-step

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