Private Wealth

Trust and Estate Services

Our commitment to your legacy

Choosing the right trustee and executor is a vital part of every estate plan and can help ensure your goals for preserving and transferring wealth are carried out as intended.

As one of the most experienced corporate fiduciaries in the United States, Wells Fargo Trust provides a range of tailored solutions to manage every aspect of your wealth and estate plan, including unique financial circumstances, legacy and charitable intentions, tax considerations, and family dynamics.

Offered through Wells Fargo Bank, N.A.

Trust and estate planning for today and tomorrow

Depending on your specific needs and goals, we can serve as either sole, successor, or co-trustee to provide comprehensive trust administration and discretionary or directed asset management, lessening the responsibilities on you and your loved ones.

We are able to serve as a trustee in all 50 states — including the favorable trust jurisdictions of Delaware, South Dakota, and Nevada, where you can potentially benefit from enhanced flexibility, privacy and confidentiality, asset protection provisions, tax efficiency, and perpetual trust planning to maintain your legacy across multiple generations.

Additionally, our Fiduciary Strategists can provide expertise and consultation on key planning considerations, including:

Estate plan review, development, and implementation
Various revocable and irrevocable trust structures
Federal and state income, estate, and gift taxes
Annual, lifetime, and charitable gifting
Titling of assets and beneficiary designations

Additional fiduciary services to help meet your unique needs

Estate Services

A professional approach to estate and trust settlement.

Philanthropic Services

Charitable solutions and strategies for individuals, families, foundations, and nonprofit organizations.

Special Needs Trust Services

Helping meet the unique needs and enhance quality of life for loved ones living with a disability.

Specialty asset management

Real Estate Asset Management

Strategic asset management of residential, commercial, agricultural, and industrial properties during every phase of ownership.

Closely Held Asset Management

Enhance your controlling or minority interests in privately held businesses — from corporations to sole proprietorships.

Energy Asset Management

Comprehensive services for owners of oil, gas, mineral, wind, solar, and other natural resource interests.

Our fiduciary duty to act in your best interests

With local Wells Fargo Trust professionals backed by our national resources, we have the experience and solutions to help meet all your estate planning, wealth transfer, philanthropic, and specialty asset management needs.

By appointing us as your trustee, executor, or agent, you can have confidence knowing your assets and wishes will be handled objectively, continuously, and to the highest standards.

To learn more about how we can address your trust and estate goals and enhance the development and implementation of your plan, contact your advisor.

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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.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.