Estate planning covers more than just the distribution of your estate to your heirs – it is a process designed to identify the best way to accumulate, preserve, and pass your wealth. An important part of any wealth management strategy is to effectively and efficiently transfer and preserve assets while minimizing tax liability and court costs. We don’t provide legal or tax advice, but with your permission, we will work closely with your legal and tax professionals to coordinate estate planning services to help address your unique estate planning goals.
Stifel Trust’s experienced staff of trust professionals offers our clients a broad array of “high-touch, high-quality” personal trust services to individuals and organizations. Stifel Trust can serve as Trustee, Co-Trustee, Managing Agent, Custodian, and Personal Representative (Executor) for clients in all states. Stifel Trust has experience with living and testamentary trusts, revocable and irrevocable trusts, spendthrift trusts, special needs trusts, life insurance trusts, charitable trusts, and court-ordered trusts and guardianships.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.