Trust
Through our affiliation with Wells Fargo, First Clearing is able to help firms build cross-generational client relationships by supporting investors with comprehensive trust services at every life stage. Our dedicated team of financial specialists can help administer trusts in all 50 states, including:
- Testamentary trusts
- Revocable trusts
- Charitable trusts
- Delaware trusts
- Trust administration services
- Special needs trusts
- Estate settlement services
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.