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.
Important Information:

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.