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Does Wells Fargo Advisors provide legal advice on trust 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.
Can Wells Fargo Bank be a trustee of my personal trust?
To make sure your trust reflects your values and lessens the burden on your loved ones, Wells Fargo Bank can serve as the corporate trustee of your personal trust.
Why Wells Fargo private bank for special needs trusts?
With a Special Needs Trust, Wells Fargo Private Bank can help: Meet cash flow needs now and in the future through prudent management of trust assets, from an out-of-court settlement, a court award, provision from a loved one’s will, or other source.
What is wellwells Fargo private bank?
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
What is a trustee on a Wells Fargo account?
A trustee can be an individual or a corporation licensed to do trust business. A corporate trustee is a federally supervised, impartial third party equipped to handle what may be a challenging role. Wells Fargo has the experience, knowledge, and objectivity to implement your instructions.
What is wellwells Fargo Advisors?
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
What is the difference between Wells Fargo Bank and Wells Fargo?
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management.