Private Wealth

Estate Services

A professional approach to estate and trust settlement

As an experienced national provider of estate settlement services, Wells Fargo Bank, N.A., can help carry out your legacy as intended — efficiently and effectively. Acting as the executor or personal representative of your estate, trustee of your trust, or agent for your appointed fiduciary, we offer comprehensive services and strategies to support the unique settlement needs of each estate or trust.

Offered through Wells Fargo Bank, N.A.

Dedicated specialists to honor your wishes

Our Estate Services team has a wealth of experience to implement your plan accurately, objectively, and professionally — in a timely manner. With advanced degrees, certifications, and specialized knowledge related to complex estate review, tax, and wealth planning matters, we can take the lead in the estate settlement process.

Our team members will be on hand to help relieve loved ones of estate-related responsibilities, including:

Estate plan review
Probate and trust administration
Valuations and appraisals of trust and estate assets, including family businesses, real estate, and tangible personal property
Marshaling, safeguarding, management, and distribution of assets
Estate, inheritance, and fiduciary income tax return preparation
Recordkeeping and bookkeeping
Post-mortem planning
Consulting with your attorney, accountant, and other outside advisors
Ongoing support for your beneficiaries, including impartial dispute resolution

Customizing a tailored plan

Choosing the right executor and trustee is essential to settle your estate as intended. You can have confidence in our commitment to working with you and your family according to your wishes and serving the best interests of your beneficiaries. To learn more about Estate Services, contact your advisor.

Private Wealth insights

Estate settlement essentials
Guidance to help executors and trustees navigate the settlement process.

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Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.