As one of the largest providers of estate services and estate settlement solutions in America, Wells Fargo has helped clients and their families transition their wealth for generations.

Why choose a professional executor?

Settling an estate can be a complex and time-consuming matter. Errors and delays in execution can result in needless litigation, costs, taxes, expenses and penalties.

No matter how well intentioned, an inexperienced executor can endanger the smooth and expeditious settlement of your estate or trust. The use of a professional executor can help a family maintain harmony during one of the most stressful and emotional times they may ever face.

Why select Wells Fargo Estate Services?

When you name Wells Fargo to be the executor, personal representative or trustee of your estate or trust, our experienced Estate Specialists work to help implement your estate plan accurately, handle disputes impartially and distribute assets in a timely manner to heirs.

Wells Fargo Estate Services is staffed with experienced and dedicated specialists including Certified Financial PlannerTM professionals and Certified Trust and Financial Advisors.

Using a team approach, Estate Services brings a wealth of experience, education, problem-solving skills and insight to estate and estate settlement.

A wide selection of estate settlement services

Given our extensive experience in professional estate and trust administration, both beneficiaries and the testator benefit when Wells Fargo Estate Services manages the trust or estate settlement process.

In addition, as a corporate fiduciary working with a team of specialists, we can provide estate settlement services that an individual executor may not be able to provide, such as:

  • Timely collection, valuation and distribution of assets
  • Professional, experienced asset administration
  • Valuation, management and disposition of closely held business interests
  • Estate, inheritance and fiduciary income tax preparation utilizing advanced post-mortem planning
  • Impartial dispute resolution and objective decision making
  • A wealth of resources to properly and efficiently settle estates
  • An established process with a high level of service to families and beneficiaries


As one of the largest providers of trust and estate settlement services in America, Wells Fargo is committed to providing exceptional service to our clients and their beneficiaries. Estate settlement is an intricate, exacting process and for those you love, it could be an emotional and financially sensitive balancing act.

Estate Agency Services

Wells Fargo Estate Services also provides a comprehensive suite of solutions and services for the Court Appointed Fiduciary for an Estate (Executor, Personal Representative, or Administrator) or Trust.

Through our team-based approach, we bring together a team of dedicated specialists to support the unique needs of each estate or trust. Here are some of the tasks that Estate Services will undertake to help you fulfill the duties of an Executor:

  • Asset valuation
  • Safeguarding assets
  • Marshalling assets
  • Asset administration
  • Tax preparation and payments
  • Dispute resolution
  • Asset distribution
  • Monthly beneficiary statements
  • Required court accountings
  • Post mortem planning

Contact us for more information about how Wells Fargo Estate Services can help settle your estate or trust, or provide the estate agency services you need.

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Brokerage products and services are offered through Wells Fargo Advisors, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation.

Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.


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