As a Trust Beneficiary, It's Time You Received More Personal Attention
If you're the beneficiary of a trust held at a bank, you may have found yourself with more questions than concrete answers lately. What if you could address your concerns by changing who manages your trust?
Edward Jones Trust Company can review your existing trust documents to help determine your options. If you're able to change trustees, we'll evaluate the terms of the trust and your specific needs. We'll also discuss how you can benefit from the personalized trust services of Edward Jones Trust Company and the convenience of a local Edward Jones branch office.
If you're ready for a professional trustee who gives personal, timely and consistent answers to your questions, we can help.
To learn more about your trustee options, call today to request a complimentary review of your trust documents by Edward Jones Trust Company.
Trust and/or investment-advisory services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a registered broker-dealer. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or other services. Payments for such services generally will be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.
