Estate Planning & Retirement Plans

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

Contact your professional resource partner

Please feel free to contact Edward Jones Trust Company with any questions about our services at 1-800-445-7224. Our team of Business Development associates and legal and tax professionals are here to assist you with any of your trust development needs.

To learn more about how to help your clients reach their financial goals, contact your local Edward Jones 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 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.

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