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Trusts & Estates Client Experiences

For over 150 years, J.P. Morgan Trusts & Estates has served as trustee and executor for individuals and families across the globe. Some of our clients' various journeys are highlighted in the following client experiences.

Featured Client Experience

How J.P. Morgan liquidated a cumbersome estate asset

Manuela instructed that her large gold collection be used to fund a trust for her great-grandchild.
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How J.P. Morgan managed a complex and unique estate asset

The entertainment award in Mandy’s estate needed to be appraised and distributed.
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How J.P. Morgan guided a beneficiary

Samuel wanted to appoint a corporate trustee, but Dani was concerned about what that would entail.
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How a corporate trustee helped preserve family harmony

Payton was struggling with the responsibilities of being the trustee of her siblings' trusts.
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Preserving the value of a unique asset within a trust

John needed help managing his father's trust, which included a catalog of songs.
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How multiple non-marketable assets can work in a trust

Marvin hoped to find a solution for who would run his business and trust since his children were uninterested.
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IMPORTANT INFORMATION

All case studies are shown for illustrative purposes only, and are hypothetical. Any name referenced is fictional. Information is not a guarantee of future results.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.

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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. 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 for J.P. Morgan Private Bank regional affiliates and other important information 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.

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