Find an advisor for your wealth planning.

Trust and estate planning

Tell us your vision for the future. We’ll help you make it happen.

Get Started with Truist Estate Planning.

How your advisor can help

Your Truist Wealth advisor can put together a team of specialists (attorneys, tax experts, accountants) to provide effective estate planning guidance.Disclosure 1

If you’re a business owner, your advisor can bring in business transition advisors to help you move into your business’s next stage.

Learn about your family

We’ll talk about your family history and any dynamics that would help in making decisions about your estate plan.

Listening to you

Your advisor will help you identify your financial and non-financial objectives through wide-ranging listening sessions.

Understand your purpose and values

We’ll help you explore what’s important to you and how you want to be remembered—as well as ways you can act on your purpose.

Estate planning overview

If you own property—including liquid and non-liquid assets—you should have an estate plan. Without one, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.

Wills

A will allows you to choose the people or organization who’ll receive your assets after your death.

Trusts

A trust is a legal document that specifies how and to whom your assets will be transferred, including your investment portfolio, collectibles, and business interests. 

Powers of attorney

A power of attorney, such as a durable power of attorney for health care, allows you to appoint someone to manage your property, medical, or financial affairs.

Learn more about the types of executors.

Wills vs. trusts

While wills and trusts have certain similarities, there are also important differences between the two to consider.

Wills

  • Recommended if you’re married, have children, or own property
  • Take effect after your death
  • Depending on your state of residence and other factors, most will go through probate
Learn more about wills.

Trusts

  • Recommended if you have a larger or more complicated estate
  • Take effect while you’re still alive
  • Give you more control over your assets and can help avoid probate and estate taxes
Learn more about trusts.

Disability planning

What happens if I’m disabled?

You can designate people to have powers of attorney (POAs) on your behalf.

Learn more about Disability Planning.

Ordinary powers of attorney

An ordinary POA expires if you’re disabled because of illness, mental decline, an accident, or something similar.

Durable powers of attorney

A durable POA continues to be effective when you’re disabled.

Estate settlement

After the death of a loved one, the task of administering the trust or estate often falls to a less-than-experienced family member.

By understanding the estate settlement process more fully, you can help ease the strain on your family and facilitate a more orderly settlement.

Learn more about Estate Settlement.

Looking for our estate planning checklist?

Download PDF to read our Wealth survivors pre-planner.
Component ID : "accordionGridLayout-1194370725"
Model : "disclaimer"
Position : "left"

Disclosure 1 Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

Site footer

Footer Navigation

Banking products
About Truist
Resources
Support

© 2024, Truist. All Rights Reserved.