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Create a plan that brings your legacy to life

Whether it's taking care of the people you love or the causes you believe in, a sound trust and estate plan can leave a lasting and meaningful impact on your legacy. That's because it can:

  • Provide for your family and the people you care about most, now and in the future
  • Protect and control the transfer and management of your wealth
  • Fulfill your philanthropic vision
  • Safeguard your wealth from creditors and others
  • Provide ongoing financial management
  • Minimize transfer taxes


At Merrill Lynch, we seek to understand and help you fulfill your aspirations for the future and the needs of your loved ones. Your financial advisor, working with a Trust Specialist from Merrill Lynch, can offer access to estate planning services and strategies designed to help ensure that the people and causes that matter most to you benefit from the legacy you leave behind.

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