Wealth transfer essentials
The estate planning process can be confusing with many tactics, roles, and guidelines to consider. Our eBook explains the process in a way that is easy to follow.
Estate settlement essentials
Dealing with the death of a loved one is challenging. If you’re an executor or trustee, it can be even more complicated. This guide can help you navigate the estate settlement process.
The content is for educational and illustration purposes only; the outcome of any approach is based on individual facts and circumstances and legal and tax advisors should be consulted.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank, N.A. This information is designed to provide general information regarding the estate settlement process, but it is not exhaustive. We encourage you to work closely with your tax advisor and estate planning attorney during this difficult time.
Estate plans need to be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice estate law in your state.
Schedule a call with one of our financial professionals to help answer any important questions you have.