If you are looking for a responsible, experienced and unbiased trustee to step in now and handle your affairs, you can name Edward Jones Trust Company as current trustee of your trust.
Serving as co-trustee
If there is a family member you wish to name as trustee but feel could use the assistance and expertise of a professional trustee, you can name Edward Jones Trust Company as co-trustee. As co-trustee, the Trust Company helps to reduce the administrative and investment burdens on the family member while still benefiting from the personal family direction.
Serving as successor trustee
If you have established a trust to provide for you and your family well into the future, you may want to name a corporate trustee, such as Edward Jones Trust Company, to serve in the event that you or another person you have named is no longer able to serve. When naming Edward Jones Trust Company as your successor trustee, you will know that someone will be there to handle your affairs.
How we can helpAsk your Edward Jones advisor if trust services may be an appropriate part of your estate strategy.
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.