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.
Estate Planning
When we help you review your estate plan, we do more than check the boxes. We help you address the important, big picture questions to empower you to create and implement better estate planning.
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Cross-border wealth advisory
Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.
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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.
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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.
U.S. trust services
A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs. With our team of seasoned professionals, we think you’ll find the fiduciary and asset manager you’re looking for.
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U.S. estate 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. And how well your plans are carried out.
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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. We can help you take advantage of benefits provided by these jurisdictions and meet all your home country requirements.
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Delaware trust services
Our Delaware trust administration team is powered by over 70 on-the-ground specialists who understand nuance of local trust law.
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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.
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Trusts & Estates client experiences
VIEW ALL CASE STUDIESExplore 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.
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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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