Trust Company

Edward Jones Trust Company provides three different levels of service based on your current and future needs:

• Managing Agent – We can simply provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account.
• Trustee or Co-trustee – We can act as trustee or work alongside an individual you designate to execute the terms of a trust.
• Successor Trustee – We can serve as trustee should a trustee resign or become unable to make decisions about a trust.

Not sure which level is right for you? Your local Edward Jones financial advisor can help.

No matter which level you choose, the Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company. This team, along with the Trust Company, can provide the following services.

Customized Asset Management – Portfolio recommendations based on knowledge and consideration of your total portfolio, risk tolerance and investment history and regular communication with your financial advisor and portfolio manager.

Bill Payment and Record Keeping – We keep all the trust's bills (household, nursing home, medical bills, etc.) and provide statements summarizing receipts, disbursements and the value of assets within your trust.

Financial Management During Incapacity – Know that your financial assets will be managed by a dedicated team of professionals for you and your family, if you are unable.

How we can help - It's never too early to start planning for the future and security of loved ones. The following resources address considerations related to planning your estate and provide more information about the services of Edward Jones Trust Co.