Wealth Transfer

Learn how you can help prepare your children to successfully manage money.
What type of trust will best meet your needs? Explore some of your options here.
Explore why it's important for your children and grandchildren to possess gratitude, goals, and grit.
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.

Your Goals, Our Strategies

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

Explore Our Solutions


Sign up to receive monthly email updates of what's new at Wells Fargo Conversations. Your privacy is important. Read our privacy policy.

Please submit a valid email address.

Thank you for subscribing!

You should receive a confirmation email shortly.

See past newsletters

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.