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Life Management Services

Wells Fargo Life Management Services helps support personal and financial independence. We can help meet the challenges and complexities associated with life transitions.

Wells Fargo Life Management Services: a holistic solution

Today many individuals and families face difficult challenges associated with life transitions. Wells Fargo Life Management Services works with you and your professional advisors to help provide the personal and financial assistance you need. Wells Fargo Life Management Services, in conjunction with a team of Wells Fargo specialists, assists with:

  • Assessing your current situation and support
  • Coordination of community based services
  • Supporting access to and coordination of healthcare services
  • Managing assets and liabilities with an eye towards your changing needs
  • Evaluating current planning documents
  • Coordinating tax preparation and payment services

Complete, coordinated services fostering independence

At Wells Fargo Life Management Services, we work with other professionals to develop and deliver customized services based on individual needs, resources and goals. This starts with a comprehensive assessment of each situation, including an evaluation of physical, medical and psychological requirements.

This review may include an analysis of home safety and other potential hazards, mobility issues, nutrition and diet, and is coordinated with a review of other relevant medical, financial and legal services and programs in conjunction with other professional advisors—including healthcare and life insurance coverage, assets and liabilities, legal documents, preparations for the event of incapacity, and overall estate planning.

Once the initial assessment is completed, we join with you and your advisors to develop and implement a comprehensive plan with identified services and options customized to help meet your requirements.

Team-based life management services

Each care plan is designed and managed with you by dedicated, trained specialists who coordinate healthcare and insurance payments, tax and household bill payment and other services designed to help you remain as independent as possible.

Your Life Management Services team works closely with other Wells Fargo specialists—including trust officers, specialists in real estate and closely held asset management, investment managers and private bankers—to provide comprehensive financial and personal solutions. In addition, we will coordinate our efforts with your outside professionals including your attorney, accountant, insurance specialist and healthcare providers.

Contact us to learn more about Wells Fargo Life Management Services. Our Life Management Services specialists are available 24 hours a day, seven days a week and stand ready to help you whenever an urgent need arises. We also meet regularly with clients and families to review portfolios, assess health and life management issues and evaluate changing needs.

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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.


Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency - Are Not deposits of or guaranteed by the Bank or any Bank Affiliate - May Lose Value