Estate planning team
Finding the right plan requires careful evaluation and assistance from a team of estate planning professionals
Many estate planning options are available. Finding the right plan for you requires careful evaluation and assistance from a team of estate planning professionals. Your team could include:
- Your Edward Jones financial advisor, who knows your personal situation and understands your long-term financial goals
- An attorney to develop the estate plan and draft the necessary documents
- A certified public accountant or tax professional to assist with tax planning
- A life insurance consultant to help identify where insurance is needed
- Edward Jones Trust Company to serve as trustee, co-trustee or successor trustee on your trust.
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.