Trust Services

Use your wealth to support the people and causes you care about

A trust account can help you:

  • Plan for changing needs
  • Maximize what you leave to heirs or charity
  • Minimize the effect of taxes

We’re here to help you through life’s transitions

We work closely with your attorney, accountant, and other advisors to coordinate the services you need. Depending on your situation, and how you name us in your will or revocable trust, we can:

  • Manage your trust assets
  • Administer the affairs of your trust if you are no longer able
  • Assist your family by handling the complexities of estate settlement

Consider the confidence that comes from professional guidance

We can also help you with non-financial assets such as closely held business; real estate; and oil, gas, and mineral interests.

Designed to support your goals, a revocable trust can help:

  • Reduce payment of estate taxes
  • Control how you leave assets to your heirs
  • Assist in the event you become incapacitated or unable to manage your financial affairs
  • Provide for dependents
  • Contribute to charitable causes you care deeply about

While handing complex family situations, we can oversee your trust administration and accounting, custody services, and tax reporting.

Before naming a trustee, it's crucial to consider the complexities of administering a trust. Consider whether the person you name has the time, knowledge, and desire to handle financial duties on your behalf.

A trustee can be an individual or a corporation licensed to do trust business.

A corporate trustee is a federally supervised, impartial third party equipped to handle what may be a challenging role.

Wells Fargo has the experience, knowledge, and objectivity to implement your instructions. When you engage us as your corporate trustee, we:

  • Follow the  instructions of your trust agreement faithfully
  • Make decisions impartially
  • Administer your trust consistently
  • Apply compliance standards to administer your trust in accordance with government regulations
  • Manage and safeguard your assets

No matter how simple or complex your trust needs, we’re here to help.  We can handle day-to-day administration, asset management, accounting, preparation and filing of tax returns, and recordkeeping. 

Depending on your needs, we can serve as your:

  • Agent
  • Trustee
  • Successor Trustee, or
  • Executor
Let us help you determine what may be right for your situation.
Your family legacy

Planning for future generations? Our specialists can work with you to develop a strategy to best meet your wealth management needs.

Specialized Wealth Services

Put your plan into action. Contact Us