A personal trust embodies your financial plan for the future and is as unique as you are. It is tailored specifically to your needs, your circumstances, your assets and, most importantly, designed to support your goals.

Why create a personal trust?

A personal trust goes far beyond the administration and management of your trust assets – it’s an integral part of your total financial life and a commitment to the future. A personal trust can help:

  • Reduce payment of estate taxes
  • Properly distribute assets to beneficiaries
  • Assist you in the event of your becoming incapacitated or unable to manage your financial affairs
  • Provide for dependants or contribute to charitable causes that you care deeply about

In short, establishing a personal trust can help maximize control, reduce taxes and delays, safeguard your goals and privacy, and protect your legacy to strive for financial peace of mind that is worth its weight in gold.

Personal trust services and solutions

Our Trust and Fiduciary Specialists are committed to managing your personal trust and providing an unbiased perspective when handling complex family situations. Their responsibilities to you include:

  • Providing assistance in decision-making during your lifetime while helping to meet your financial needs
  • Objectively representing your best interests, in accordance with your wishes, in the event you are unable or prefer not to do so
  • Helping to protect your legacy by carrying out your plan to provide for others, whether it be your business, heirs or charities

As a leader in trust services for over a century, Wells Fargo delivers the extensive knowledge and experience required to handle every aspect of your trust, including administration, accounting, preparing and filing of tax returns, and record keeping services. In addition, our trust and fiduciary specialists:

  • Exercise non-investment discretionary powers
  • Make payments as directed by the trust
  • Work with your tax or legal advisors to implement tax-efficient strategies
  • Maintain comprehensive record keeping

A personal trust should be customized to fit your needs and circumstances. For more information about how we can tailor our services to fit your unique situation, we urge you to contact us today.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your tax or 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 you own situation at the time your taxes are prepared.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Investment 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