As a fiduciary, you must handle complex, time-consuming tasks at a sensitive and emotional time. Having access to the right tools and experienced professionals can help provide you with the support you need.
Tools
eBook
For a guide to the estate settlement process, download our full eBook below. You’ll find pertinent information, including:
- Acting during time of grief
- Understanding executor and trustee responsibilities
- Common estate settlement challenges
Planning considerations for executors
Every estate is different. Download our starting list of things to consider if you have been appointed as executor.
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Resources
If you need assistance settling an estate or have questions regarding brokerage or banking accounts, we can help.
Wells Fargo Estate Services Team
(for accounts with a minimum of $2.5 million and subject to the acceptance of the Estate Services business group):
855-355-8088
or email
estateservices@wellsfargo.com
- Estate planning document review
- Probate and trust administration
- Fiduciary investment management
- Business advisory services including business valuations and closely held asset management; oil, gas, and mineral rights management; real estate asset management; and post-mortem tax planning and preparation
For help with decedent Wells Fargo savings, checking, and other bank accounts:
Wells Fargo Estate Care Center at 888-790-7980 or visit
wellsfargo.com/help/estate-care-center
Banking professionals can tell you what steps are necessary to obtain account information.
Brokerage Services:
866-281-7436
Check recent account statement from Wells Fargo Advisors for name and number of decedent's financial advisor.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.