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Trust Company

Determining who will handle your financial affairs when you are no longer able to do so is an important decision. Today, people use trust services not only to manage the family legacy but also to help handle everyday financial needs.

Edward Jones Trust Company provides three different levels of service based on your current and future needs:

  1. Managing Agent – We can simply provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account.
  2. Trustee or Co-trustee – We can act as trustee or work alongside an individual you designate to execute the terms of a trust.

    Learn About Complimentary Trust Document Reviews for Beneficiaries »
  3. Successor Trustee – We can serve as trustee should a trustee resign or become unable to make decisions regarding a trust.

Not sure which level is right for you? Your local Edward Jones financial advisor can help.

Learn More About Estate Considerations and Our Services
It's never too early to start planning for the future and security of loved ones. The following resources address considerations related to planning your estate and provide more information about the services of Edward Jones Trust Co.

Estate Planning
Learn how estate planning can protect you and your family during incapacitation and following your death.

Trust Services
See how the Edward Jones Trust Company works in partnership with local professionals and your financial advisor to provide services.

Trust Company Disclosures
View the Edward Jones Trust Company disclosures including fee disclosure statement with affiliate and mutual fund fee information.

Common Questions about Estate Planning
See the most frequently asked questions regarding estate planning and trusts.

Estate Planning Glossary
See the definitions of terms used in reference to trusts and estate planning.

View My Trust Account
Login for existing customers with Edward Jones Trust Company account access.

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