Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More
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:
Not sure which level is right for you? Your local Edward Jones financial advisor can help.
No matter which level you choose, selecting Edward Jones Trust Company gives you access to a team of professionals dedicated to servicing your trust account. The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company. This team, along with the Trust Company, can provide the following services.
Know that your financial assets will be managed by a dedicated team of professionals for you and your family if you are unable.