Trust & Estate Planning
What do you see as the purpose for your wealth in the future? Whether it’s for your family or loved ones or for the causes you care about, we will help you optimize your wealth plan around what matters most to you and ensure that the legacy you envision is correctly executed.
A plan structured around you
A true understanding of you, your family and your goals is the foundation on which we build lasting relationships. As your trustee or executor, we’re here to ensure your wishes and intentions are followed, and to make your life easier along the way. No matter the complexity of your assets, or how much your needs might change, we’re with you at every step—offering the experience and flexibility that make a difference.
Our specialists share their decades of experience and notable perspectives with you and your attorneys to optimize your estate planning process.
Trust & estate administration
Your trust is likely an important part of your wealth plan, and you may want to ensure your plans are carried out as you intended. As your corporate trustee or executor, we can help you manage and preserve your assets through a variety of administrative and distribution services.
Explore Trust & Estates Insights
What are some considerations to create a robust estate plan? How should you structure your trust? And what should you communicate to your beneficiaries? Our team shares insights to help answer any questions you may have.VIEW ALL INSIGHTS
Are you a professional advisor with clients who may benefit from a corporate trustee or executor?
Visit our partnership webpage to learn more about how we can work with you to address your clients’ trust and estate needs. Andexplore resources such as a forms book containing suggested language and provisions to consider when working with your clients to name J.P. Morgan as trustee or executor.VISIT