Wealth Planning & Advice

Trusts & Estates Administration

Building a comprehensive wealth plan is the first step in securing your legacy. Trust and estate administrative services are essential to ensure your intentions are preserved and executed seamlessly. These services provide professional management and oversight of assets, guaranteeing a smooth transition of wealth according to your wishes and helping to maintain the integrity of your estate plan. This ensures that your beneficiaries receive clear guidance and support, no matter the complexity of your assets or how your needs evolve.

At J.P. Morgan, our dedicated team can act as trustee and executor in various capacities that make a difference in trust and estate administration.

Work with us

Naming someone as trustee/executor

About a quarter of trustees/executors say they experienced negative feelings about their appointment. Out of those aged 44+, 25% feel burdened, overwhlemed and annoyed.¹

25% feel burdened

Assets under administration

Our team of over 400 global professionals oversees nearly $310 billion in trusts & estates assets globally

$310 BN

Discover some case studies that demonstrate the importance of a well executed estate plan.

A partner for generations

Legacy and experience

For over 150 years, J.P. Morgan Trusts & Estates has served as trustee and executor for wealthy individuals and families around the world.

Robust specialty offerings

We deliver sophisticated fiduciary services for a wide range of specialty assets, including real estate, private business interests, mineral rights, and charitable trusts, tailored to meet diverse family needs.

A global presence

Our international capabilities help you set up trusts across jurisdictions. Partnering with a global network, we ensure your needs are met seamlessly, wherever you are.

Our trusts & estates capabilities

U.S. trusts services

A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs.

International trust services

With a global footprint and beneficiaries in over 90 countries, we can provide our international trust services for clients outside of the United States.

Delaware and Wyoming trust services

U.S. estates services

Picking the right executor—and the right team of supporting professionals—can help make a meaningful difference in how easily and efficiently your loved ones will receive their inheritances.

Specialty asset management

Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate.

Philanthropy and Grant management

U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists.

Blueprints for generations

A sound estate plan is one of the most important steps you can take to protect your family’s future and ensure your legacy is managed according to your wishes. Estate plans are not set in stone; they can evolve as your family, assets, and goals change over time. At its core, a thoughtful estate plan provides clarity, preserves wealth, enhances tax efficiency, and guides beneficiaries, all while safeguarding privacy and protecting assets from potential creditors.

Selecting the right partner to serve as your trustee or executor is equally critical. As families grow and their financial lives become more complex, the responsibilities of a trustee or executor can quickly outpace the capabilities of well-intentioned family members or smaller institutions. The role demands not only objectivity and consistency in following the terms of the trust, but also the ability to balance the needs of current and future beneficiaries, make prudent investment decisions, and maintain robust documentation and processes. The right partner brings deep expertise, resources, and a commitment to fiduciary duty—ensuring that distributions are handled fairly, investments are managed prudently, and all legal and tax obligations are met.

J.P. Morgan stands apart as a trusted leader in trusts and estates administration, with over 150 years of experience and a global team of professionals dedicated to serving families across generations.

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