Estate Planning Team

There are many estate planning options available. Finding the right plan for you requires careful evaluation and assistance from a team of estate planning professionals. Your team could include:

  • Your Edward Jones advisor who knows your personal situation and understands your long-term financial goals
  • An attorney to develop the estate plan and draft the necessary documents
  • A CPA or tax professional to assist with tax planning
  • A life insurance consultant to help identify opportunities where insurance is needed
  • Edward Jones Trust Company to serve as trustee, co-trustee, or successor trustee on your trust.

Important Information:

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.

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