U.S. estate services

The decisions you make about your assets now can have a profound effect on your family later—potentially for generations. That’s why you have carefully weighed your options and thought hard about the potential outcomes. That’s also why, when J.P. Morgan serves as your executor, we take great care to ease the burden on your loved ones. We help ensure that your wealth ends up right where you want it, in the way you want it.
Nearly everyone is surprised by how arduous settling an estate can be. And what it takes to handle all the assets properly. It’s not a job you want to leave to loved ones burdened by grief. It’s best left to professionals with the experience, knowledge and resources to support your family.

How we can help with your estate

In whatever way you and your family choose to work with us, we can take care of all or any part of your estate needs as executor. Here’s how:

Estate preparation services

Our team analyzes your will and the nature of your assets. We then confer with family members, attorneys and other interested persons about your will’s provisions. Once authorized to act, we arrange for notice to creditors, beneficiaries, bankers, brokers and other investment advisors, and begin opening the estate account.

Estate administration services

Our team will compile and analyze all of your assets. We inspect the last three years of financial records, identify debts and pay allowable claims against the estate. We are also responsible for preparing tax returns, including estate, income and inheritance taxes, and we address and resolve IRS audits or controversies.

Estate distribution services

As the estate administration progresses, we will be asked at different times to make distributions, including personal property transfers, partial distributions and final distributions. First, we may transfer personal property and fulfill specific bequests to beneficiaries. Once tax returns have been filed and any taxes due paid, we will make partial distributions. Finally, once all returns have been accepted, we will prepare a final accounting of the estate assets and make final distributions.

There are three capacities through which we can serve as steward of your wealth, depending on the level of oversight you seek.

  • As sole executor: We take complete responsibility for settlement, administration and estate disposition
  • As co-executor: We share responsibility for oversight and administration with other individuals
  • As an agent for the executor: An executor hires us to perform administrative duties, but retains the decision-making and ultimate responsibility for the estate

A specialization in illiquid assets

Illiquid assets can come with benefits, but also many complexities. Our dedicated teams have the experience and resources to actively manage your non-traditional assets to help protect your family’s wealth now and preserve your legacy into the future.

Our specialized teams help manage the day-to-day operations and preserve the long-term value of the non-financial assets in your trust or estate across four broad categories:

  • Private businesses
  • Real estate
  • Mineral assets
  • Philanthropy and grants management
  • 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.
  • U.S. estate services

    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.
  • International trust services

    If you’re a client outside of the United States, we can provide our international trustee and trust administrative services from 25 locations across the globe.
  • 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, such as real property, private businesses and mineral interests.

Contact us to discuss how we can help you experience the full possibility of your wealth.

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Contact us to discuss how we can help you experience the full possibility of your wealth.

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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. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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

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