How to open a trust account at wells fargo
Fill out the . The following tips will allow you to fill out Wells Fargo Trust Account Application quickly and easily: Open the document in our full-fledged online editor by hitting Get form. You can use trusts and wills for estate plan. Estate planning is all about deciding who gets what when you die. It helps you enjoy your wealth while still alive as well as providing the maximum benefit for the beneficiaries once you pass on. With extensive experience in managing a variety of assets and different types of trusts, our fiduciary professionals act as objective agents and have specialized knowledge in many critical areas, including taxation, law, accounting, and real estate. To make sure your trust reflects your values and lessens the burden on your loved ones, Wells Fargo Bank can serve as the corporate trustee of your personal trust. Any estate plan should be reviewed by an attorney who specializes in estate planning and is . Jan 01, · Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Trust account holders are usually called trustees, while trust rec. A trust account is an account where funds are held to achieve a specific purpose, such as paying for a specific bill or issuing money in installments to a person or a place.