Wealth Transfer

Explore the key elements of a properly structured wealth transfer plan—and learn the steps you can take to create one.
Learn more about probate, wills, and trusts, and how to choose wealth transfer tools to meet your needs.
Wells Fargo Private Bank discusses the importance of sharing your finances and estate planning information with your family.
When marriage joins two families, what happens to the spouses' estates? Take these steps to help minimize any potential issues.
These two roles have subtle differences. Depending on how an estate is structured, there may be both an executor and a trustee, who may or may not be the same person.
Help build your family's assets and your personal connections at the same time.

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Your success is our priority, and we specialize in helping clients overcome complex wealth management challenges.

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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.