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Trust and wealth transfer services

Helping you fulfill your vision for the future

Whether it's taking care of the people you love or the causes you believe in, a sound estate or wealth transfer plan can help you leave a lasting and meaningful legacy. Your Merrill Lynch advisor can provide access to a broad range of U.S. Trust services that may help.

Are you serving as a trustee?

The honor and responsibility of serving as a trustee brings with it the complexities of properly administering the trust.

Working alongside your advisor, U.S. Trust can provide a range of services from bill payment and principal and income reporting to investment management, and full trust administration services.

Learn more about The Role and Responsibilities of a Trustee and how U.S. Trust may be able to help.

Do you have an up-to-date estate plan?

Leave a legacy by addressing goals for your family and your wealth.

A well-crafted, up-to-date estate plan can be an important element in implementing your vision for the future. Your advisor, working with U.S. Trust, can help identify wealth transfer strategies that may help. And if a trust is part of your plan, U.S. Trust is there to offer a range of services.

Does Your Estate Plan Reflect Your Current Circumstances and Vision for the Future?

Learn more about U.S. Trust services and capabilities.

Are you serving on the board of a nonprofit or private foundation?

Resource constraints, increased regulations and reporting requirements can be challenging.

If you and your team are spending more time and energy on business issues and less on your mission, U.S. Trust may be able to help by providing fiduciary asset management, administrative assistance or consulting services.

Learn more about Nonprofit Advisory Services.

Do you have a concentrated stock position?

If philanthropy is important to you, U.S. Trust may be able to help.

One way you can diversify without triggering capital gains is through a charitable remainder trust.

Learn more about Charitable Remainder Trusts and U.S. Trust's services.

Working together, Merrill Lynch and U.S. Trust bring you the capabilities of a premier global investment firm and one of the nation's leading trust organizations.

Your advisor can work with you on an approach designed to provide the specific services you need in the way that works for you.

The result is a relationship supported by the investment insights of Merrill Lynch and the deep fiduciary experience of U.S. Trust — a relationship dedicated to helping you address your unique goals and priorities.


Contact your advisor to see how Merrill Lynch and U.S. Trust can help.


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