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:
- Managing Agent – We can simply provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account.
- Trustee or Co-trustee – We can act as trustee or work alongside an individual you designate to execute the terms of a trust.
- Successor Trustee – We can serve as trustee should a trustee resign or become unable to make decisions about a trust.
Not sure which level is right for you? Your local Edward Jones financial advisor can help.
No matter which level you choose, 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.
Customized Asset Management – Portfolio recommendations based on knowledge and consideration of your total portfolio, risk tolerance and investment history and regular communication with your financial advisor and portfolio manager.
Bill Payment and Record Keeping – We keep all the trust's bills (household, nursing home, medical bills, etc.) and provide statements summarizing receipts, disbursements and the value of assets within your trust.
Financial Management During Incapacity – Know that your financial assets will be managed by a dedicated team of professionals for you and your family, if you are unable.
How we can help - It's never too early to start planning for the future and security of loved ones. The following resources address considerations related to planning your estate and provide more information about the services of Edward Jones Trust Co.
Questions about estate planning
Find answers to common questions about estate planning common estate planning questions on a range of topics - from probate and types of trust to how to select a trustee.
Learn how proper estate planning can protect you and your family during incapacitation, ensure accurate distribution of your assets, and help minimize unnecessary fees and taxes.
Trust Company disclosures
View Edward Jones Trust Company disclosures, including fee disclosure statement with affiliate and mutual fund fee information.
Important Information :
Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment advisor. 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.