Trust and Estate Services

Streamline the process of consolidating assets, buying and selling securities, and managing cash flow to cover expenses and pay taxes.

Begin by learning how easy it is to open an account.

Trust Account
With a Trust Account, you can plan ahead and simplify the management and protection of your assets.

Estate Account
An Estate Account helps you manage and distribute an estate’s assets, consolidate assets, and access cash to pay taxes or cover expenses.

Charitable Account
Setting up a Charitable Account helps you structure your giving, manage taxes, and simplify recordkeeping.

Manage and distribute estate assets

Availability
For executors or court-appointed administrators of estates

Benefits and features
Full brokerage account options make it easy to facilitate the distribution of an estate’s financial assets

Easy manage, consolidate, buy and sell, or access cash to pay taxes

Get accurate estate value for IRS purposes

Transfer titles to heirs

We provide full advisory and investment management of assets

Service and support 24/7
Requirements

To open an Estate Account you will need to provide the following:

• The decedent’s full name
• The Tax ID number of the estate
• Statement information for funds you may want to transfer
• The decedent’s account number, if transferring from an existing internal account
• Contact information
• Social Security number
• Employer’s name and address (if applicable)

Additionally, you’ll need to submit a copy of your letters testamentary (or letters of administration), certified as currently valid by the court clerk within the past 60 days and bearing the clerk’s original signature and seal.

Account fees and minimums

We offer a comprehensive range of investment options to meet a wide variety of goals.

Trust accounts
Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: $0 online listed stock and ETF commissions

Management Fees:

Based on total household assets.

Estate accounts
Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: $0 online listed stock and ETF commissions

Management Fees:

Based on total household assets.

Charitable accounts
Fees vary for Charitable Accounts.
View the complete fee schedule

It’s never too early to begin thinking about your legacy or to design your estate plan.

Estate Planning
Your legacy transcends money—it also encompasses your values. A plan is an important part of your ongoing financial goals. Trust and Estate Planning is an integral part of our Three-Phase financial planning process, which analyzes all areas of your financial goals. We begin by understanding your personal and financial circumstances, and by helping you identify and select your goals. After we analyze your current course of action, we suggest alternative courses, develop, present, and implement our recommendations, and follow through with ongoing monitoring and updating of your account assets.

Trust Advisory
Many people have heard of trusts but some are unfamiliar with which type makes the most sense for them. We advise on all types of trusts to make sure that your needs are met and your beneficiaries are appropriately included in your estate.

Protect and manage your trust accounts assets.

Availability
For estates of any size and for most kinds of trusts.

Benefits and features
Full brokerage account options make it easy to manage and protect the assets within your trust account after your passing.

Easy account consolidation

Helps prepare for the distribution of your assets after death

We provide full advisory and investment management of assets

Service and support 24/7

Types of assets
You can hold cash and securities in the trust account. Other types of assets that may be included in your trust are not included in this account and are not subject to any management fees.