Estate Settlement Essentials

Our ebook shares tips on how to handle being an executor or trustee and managing the aftermath of a loved one's passing.

What can Wells Fargo do for you?

As you think about your legacy and wealth transfer goals, take time to sit down with your wealth management professional and outline your vision.

This information is designed to provide general information regarding the estate settlement process, but it is not exhaustive. We encourage you to work closely with your tax advisor and estate planning attorney during this difficult time.

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