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Wealth Planning

Fiduciary trust solutions

Serving as trustee can be a daunting role, one that carries significant responsibilities. Let Bank of America's experts lighten the
load by selecting a level of support that is right for you.

  • Support for individual trustees

    Bank of America can support your trustee with fiduciary investment management and administrative services.

  • Professional trustee services

    If you are looking for professional fiduciary knowledge and experience and want continuity of oversight for the life of your trust, Bank of America can serve as co-trustee in partnership with individuals of your choosing. Or Bank of America can be the sole trustee. 

  • Estate planning with IRAs

    Trusteed IRAs combine the tax benefits of a Traditional IRA or Roth IRA with greater control over how your assets are distributed.

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