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Trust Services
It's About Keeping Your Estate In The Best State
Our Fiduciary Services Team is dedicated to the management of trusts and estates as well as other family wealth entities. As a Trustee/Executor of Agent for Trustee/Executor, we work with our clients to preserve and protect their assets utilizing efficient methods of transfer and assisting them in creating a personalized legacy.[cite::171::cite]
Services Provided
- Trust Administration serving as a Corporate Trustee, Cotrustee or as an Agent for an Individual Trustee
- Trust and estate planning expertise with professionals who understand the regulatory, legal and tax implications of trusts and estate planning
- A holistic approach to estate planning with the client’s advisory team to understand the goals and solutions for an overall financial strategy
- Comprehensive fiduciary investment management and administrative services tailored to the needs of the client
- Access to unique asset management such as real estate and oil/gas
- Executor, Coexecutor and Agent for Executor services as part of the estate administration services
- Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts
Trust and fiduciary investment services are offered through Wealth and Fiduciary Services, a part of Zions Bancorporation, N.A. Wealth Management, a division of Zions Bancorporation
For more information about Wealth & Fiduciary Services, please contact your wealth management team member.