Trust Services and Solutions
Wealth and Fiduciary Services is dedicated to the management of trusts and estates. As a Trustee/Executor of your estate or an Agent for the Trustee/Executor, we work with our clients to protect and preserve their assets through efficient methods of transfer of wealth and assisting in creating a personalized legacy.
Wealth & Fiduciary Services
- Trust Administration services including serving as a Corporate Trustee, Co-Trustee or as the Agent for an Individual Trustee.
- Expertise of trust and estate planning professionals who understand the regulatory, legal and tax implications of trusts and estate planning.
- We provide a comprehensive approach to estate planning to understand our clients’ goals in creating personalized financial strategies.
- Fiduciary investment management and administrative services tailored to the needs of our clients.
- Servicing as an Executor, Co-Executor, or an Agent for Executor providing estate administration services.
- Philanthropic services including investment and service options for nonprofit organizations, foundations and charitable trusts.
For more information about Wealth & Fiduciary Services, please contact your wealth management advisor.
Trust and fiduciary investment services are provided by Wealth & Fiduciary Services through Zions Bancorporation, N.A. Investment products offered are not insured by the FDIC or any federal or state governmental agency, are not deposits of or other obligations of, or guaranteed by, Zions Bancorporation N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.
- Private Banking
- Wealth Planning
- Investment Management