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.

View transcript for What is estate planning? video

Most people plan carefully to meet long-term financial objectives, such as providing for children's education and saving for retirement. However, many people put off estate planning or are not aware of its importance. Proper estate planning can protect you and your family during incapacitation, ensure accurate distribution of your assets to your heirs following your death and help minimize unnecessary fees and taxes. Finding the right plan for you requires careful evaluation and assistance from a team of professionals.

Estate planning team

Finding the right plan for you requires careful evaluation and assistance from a team of professionals.

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Estate planning and considerations

When developing an estate plan it is important that you evaluate your situation and form a plan to fit your needs.

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Choosing a trustee

Trusts are often an important part of your estate plan. Selecting a trustee is a critical decision, and we can help.

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Edward Jones Trust Company as trustee

As a professional trustee, Edward Jones Trust Company can be named as current, successor or co-trustee.

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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.