Estate Planning and Administration | J.P. Morgan

What's trending

What's trending

What's trending

Find an office near you

Find an office near you

How can we help?

How do you see the purpose of your future wealth? Whether it's for your family, loved ones or for causes you care about, we can help you optimize your wealth plan according to what matters most to you and make sure your legacy vision is properly executed.

A plan created for you

A true understanding of you, your family and your goals is the foundation upon which we create long-term relationships. As your trustee or executor of your will, we are here to ensure that your wishes and intentions are carried out, a''Also make your life easier as you go through the process. Regardless of the complexity of your assets or how much your needs may change, we're with you every step of the way, offering the expertise and flexibility that really makes a difference.

Wealth Planning

Our experts share their decades of experience and interesting insights with you and your attorneys to streamline the legacy planning process.

Trust and the execution of a will

Your trust is likely an important part of your wealth plan, and you may want your plans to be carried out as you intended.

Research and information about trusts and estates.

What considerations should you make when creating a strong legacy plan? How should your trust be organized? What should you communicate to your heirs? Our team shares information to help answer any questions you may have.

View all informational materials

Are you a professional advisor with clients who could benefit from a corporate trustee or executor? Visit our partner webpage to find out more about how we can work with you to meet your trust needs and''s legacy to your clients. And explore resources, such as a form book containing suggested language corrections and provisions to consider when working with your clients to appoint J.P. Morgan as trustee or executor.

Post

• Mandatory fields

Contact us to discuss