Edward Jones Trust Company can serve as your clients’ corporate trustee to provide customized asset management, bill payment and record keeping, and beneficiary assistance.
Since 1997, Edward Jones Trust Company has helped thousands of clients preserve wealth for their families through personalized wealth management services grounded in a commitment to exceptional advice and service.
Use the following links for more information on Edward Jones Trust Company services:
Working with the Edward Jones Trust Company
The selection of the Edward Jones Trust Company helps to ensure that a team of professionals services each trust account.
Account fees
Read important information about fees and other charges that may apply to your clients' accounts.
Client handouts
Download client handouts to help introduce your clients to the Edward Jones Trust Company.
Trust Company
Today, people use trust services not only to manage the family legacy but also to help handle everyday financial needs.
Estate planning and retirement plans
Edward Jones Trust Company now provides sample retirement plan provisions to assist you in the drafting of your clients' estate planning documents.
Other important information
Learn more about other important information including the Duty to Inform & Report, Scope of Beneficiaries and more.
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 of 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.