Download these handouts to help introduce your clients to the
Edward Jones Trust Company:
Edward Jones Trust Company provides four levels of trust service based on your current and future needs: Managing Agent, Trustee or Co-trustee, Trust & Estate Settlement, and Successor Trustee.
- Managing Agent – We may provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account, offering support while you retain decision-making control.
- Trustee or Co-trustee – We may act as trustee, including work alongside you or an individual you designate, to execute the terms of a trust. This can include financial management during times of incapacitation.
- Trust & Estate Settlement – We may act as trustee to manage the full trust and estate settlement process upon your passing while fulfilling your legacy wishes with precision and care of an experienced fiduciary.
- Successor Trustee – We may create, fund, and administer a broad array of continuing trusts as detailed in your estate plan.
Not sure which level of trust service is right for you? Your local Edward Jones financial advisor may help you choose the role that fits your current and future needs.
No matter which level you choose, Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as your main contact.
How we can help: It is never too early to start planning for the future and security of your loved ones. The following resources address key considerations for planning your estate and provide more information about the services of Edward Jones Trust Company.
Questions about estate planning
Find answers to common estate planning questions on a range of topics, from probate and types of trust to how to select a trustee.
Access my Trust account
Are you an existing client? Sign in to your account with the Edward Jones Trust Company
Client Login.
Are you an existing client who wants to view your account online? Please call 1-800-445-7224.
Estate planning
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.