Edward Jones Trust Company provides three different levels of service based on your current and future needs:
- Managing Agent – We can simply provide you in with vestment and administrative services for a trust, a personal account or an Individual Retirement Account.
- Trustee or Co-trustee – We can act as trustee or work alongside an individual you designate to execute the terms of a trust.
- Successor Trustee – We can serve as trustees should a trustee resigns or become unable to make decisions about a trust.
Not sure which level is right for you? Your local Edward Jones financial advisor can help.
No matter which level you choose, the Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company. This team, along with the Trust Company, can provide the following services.
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