U.S. trust services
A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs are. With our team of seasoned professionals, you’ll find the fiduciary and asset manager you’re looking for.
The decisions that you make about your assets now can have a profound effect on your family later. Potentially for generations. Both financially and emotionally. That’s why you carefully selected your estate planning lawyer. Weighed your options. And thought hard about the consequences. That’s also why, when J.P. Morgan serves as your executor, we take great care to get it right and ease the burden on your loved ones. And help ensure that your wealth ends up right where you want it, the way you want it to.
Keeping all the plates spinning. Any executor would probably agree that’s a good description of what’s involved in administering an estate. Even if it’s a relatively simple estate. And when estates are larger, the stakes only get higher.
Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
Though it’s a complicated and meticulous task by definition, we can boil it down to three main activities:
In whatever way you and your family choose to work with us, we can take care of all or any part of your estate administration needs. From probate to final distribution of assets.
A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs are. With our team of seasoned professionals, you’ll find the fiduciary and asset manager you’re looking for.
For clients outside of the United States, we provide our trustee and trust administrative services from 25 locations across the globe. We can help you both take advantage of asset protection benefits provided by these jurisdictions, and meet all your home country requirements.
Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand every nuance of local trust law. And can deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.
Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
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, such as real property, private businesses and mineral interests.
U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
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