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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.

Wealth planning

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.

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. And explore 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.

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

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. Insurance products 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

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.