Our affiliate partner, Wealth & Fiduciary Services, will serve as your trustee or co-trustee to help guide you through the estate planning process, manage your assets and keep detailed records. Wealth & Fiduciary Services even helps with estate settlement to ensure your final wishes are carried out properly.

Wealth & Fiduciary Services

• As your trustee—safeguards and manages your assets, leaving you free to pursue other interests.
• As successor trustee—steps in as experienced professionals to manage your trust when you’re no longer able to do so.
• As co–trustee—works with you to provide those services you wish to delegate while retaining the level of authority you want. Some clients choose this option to take advantage of access to investment advice or evaluate Wealth & Fiduciary Services’ capabilities while becoming comfortable with our services.
• As special–needs trustee—provides focused one-on-one attention to individuals with special needs while working to maintain applicable government benefits.
• As custodian—executes your instructions, or those of your designated advisor, while providing record-keeping services.
• As conservator or executor of your estate—handles your affairs with discretion and efficiency to ensure that your estate is legally settled and your wishes carried out.

About Wealth & Fiduciary Services

Wealth & Fiduciary Services offers the reputation, resources and strength of Vectra Bank^®, the skills of experienced trust officers, and the accessibility and personalized attention of a nearby individual trust officer.

Wealth & Fiduciary Services has been a subsidiary of Zions Bank^®, Vectra’s affiliate bank partner, since 1966. Its roots go back to Zions Trust Savings Bank and Trust Company, founded in 1873.

For more information about Wealth & Fiduciary Services, please contact your wealth advisor.

Trust and fiduciary investment services are offered through Wealth & Fiduciary Services, a part of Zions Wealth Management, a division of ZB, N.A.

Investments are not insured by the FDIC or any federal or state government agency, are not deposits of or other obligations of, or guaranteed by, ZB, N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.