Estate & Trust Administration

Few things give investors more peace of mind than knowing that they have undertaken the necessary planning to leave a legacy for their heirs. They are entitled to know that they have control over what happens to their estates when they die. Our estate planning professionals have access to a number of resources that can help protect your estate from being consumed by taxes and ensure your wishes are carried out.

+Life Insurance Trusts

A life insurance trust allows the trustee to purchase a life insurance policy on the life of the person who owns the estate. Usually, the trust is the beneficiary of the policy.

The proceeds from a life insurance trust are used to pay taxes, legal fees, probate costs and other liabilities when the person who created the trust dies. When all of these debts are paid, the trustee distributes the remaining proceeds to the beneficiaries of the trust in accordance with the instructions in the trust.

+Raymond James Trust N.A.

Raymond James Trust is a wholly owned subsidiary of Raymond James Financial that provides financial services to individuals, corporations and municipalities.

There are several advantages to naming Raymond James Trust as trustee. Unlike other providers for trust services, our skilled trust specialists deal exclusively with trust issues. The solutions our trust experts provide are never "one size fits all," but are individually tailored to fit your personal needs.