Sample paragraphs for estate-planning documents
Edward Jones Trust Company Model Paragraphs
When our mutual clients would like to name Edward Jones Trust Company (EJTC) as trustee of their revocable or irrevocable trusts, we ask you, their estate planning attorney, to consider including the EJTC Model Paragraphs in their trust documents to allow us to serve them more effectively.
Edward Jones Trust Company Limited Durable Power of Attorney Paragraphs:
While EJTC generally does not accept the duties of attorney-in-fact or agent under a general power of attorney, it will consider accepting the duties under a limited power of attorney in which its duties are limited to those described in the Limited Durable Power of Attorney Paragraphs. EJTC will only serve as attorney-in-fact or agent under a limited power of attorney when it is also serving as trustee of the client's trust.
Using the forms
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- If you have specific questions regarding these provisions, please contact us at (800) 445-7224.
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.
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.