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| Estate Planning and Trust Services play an integral role in helping families pass along values—as well as wealth—from one generation to the next. Working in collaboration with Merrill Lynch Trust Company, our Private Wealth Advisory teams consult with clients and their legal advisors to ensure that the clients' financial and estate planning objectives complement their desired goals and vision for building a family legacy. The range of Estate Planning and Trust Services we offer includes: |
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Personal trust services |
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Charitable trusts and foundations |
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Fiduciary investment management |
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Trust administration |
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Estate planning services |
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Estate settlement and administration |
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Services for individual trustees |
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