Our Estate Services

A well-executed estate plan may provide peace of mind that your wishes will be carried out and that family members are cared for. Wells Fargo Private Bank can help you efficiently transition your wealth, working with your advisors to assist with tax and legal concerns. For beneficiaries, settling an estate can be complicated, time consuming, and stressful. Often, they may be unprepared to deal with the complexities and numerous tasks involved in settling an estate. Our comprehensive estate settlement services are designed to help fulfill your wishes and offer your beneficiaries the support and guidance they need during a difficult time.Assisting your family with the estate settlement process Wells Fargo can act in several different capacities to assist you—as executor (personal representative), co-executor, trustee, co-trustee, successor trustee, or as an agent for an executor. We manage every aspect of the process and serve as an objective third party in handling any disputes. Our estate settlement specialists will assist you or your family with: Through planning and communication, your estate can be settled promptly, impartially, in accordance with your wishesLearn More and about our service View More Housing