Bank of America Coronavirus Resource Center See details
Plan the impact of my wealth

Fiduciary trust solutions

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

  • Support for individual trustees

    Let us handle investment and administrative services, while allowing the trustee to retain control over distributions.

  • Professional trustee services

    We can serve as co-trustee in partnership with individuals of your choosing. Or we can be the sole trustee.

  • Estate planning with IRAs

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

Talk to your advisor about integrating these products
and solutions into your financial strategy.
Not a Merrill client?
Find an advisor
Have questions for your financial advisors?
Connect with to continue the conversation
View Profile

Phone

Email

View your advisor
Explore more of Wealth Impact Planning
Explore more of Wealth Impact
Planning

Personalized solutions for a broad range of needs.

Wealth planning essentials
The role of trusts
Gifting and legacy planning
Personal philanthropy
All solutions

Information for:

Corporations & Institutions Job Seekers Media & Journalists Shareholders

Get in touch:

Contact Us

Connect with ML®:

Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details. Click here to see which countries are impacted.

 

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
© Bank of America Corporation. All rights reserved.
3509321-EXP-2022-03-26
X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started