Client handouts
Download client handouts to help introduce your clients to the Edward Jones Trust Company:
- Edward Jones Trust Services (PDF)
- Choosing a Trustee (PDF)
- Responsibilities of a Trustee (PDF)
- Setting Up an Estate Plan: Issues to Consider (PDF)
- Important Information about Edward Jones Trust Company
Contact your professional resource partner
To learn more about how we can help our clients reach their financial goals, contact your local Edward Jones financial advisor today.
Important Information:
Edward Jones Trust Company commences service as trustee only upon formal acceptance of its appointment. Before accepting such appointment, Edward Jones Trust Company must review the documents and the assets of the trust. Such review is performed at the time Edward Jones Trust Company is called on to serve (e.g., death or resignation of prior trustee). Edward Jones Trust Company assumes no fiduciary responsibility for assets added to any trust unless it has received and formally accepted such assets.
Trust and related 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 for other services. Payments for such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.
Edward Jones Trust Company and Edward Jones, their employees and financial planners, are not estate planners and cannot provide tax or legal advice.