Wells Family of Companies | Trust Services and Succession Planning

Wells Family of Investment Companies

Trust Services and Succession Planning

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us

Succession Planning does not have to be stressful for you or your clients.  Wells can offer you flexible options where you decide how you want to transition from full-time to part-time while maintaining control of your client base.   In addition to the flexibility that teaming with Wells can provide for you, your clients benefit from having the security of an experienced team behind you. 

We will be glad to work with you to design a custom plan for your business without the pressure.

Trust Solutions offered by Wells and affiliated companies include Trustee services and Trust Protector Services.  Whether your practice involves recommending trusts for clients, managing trust assets or both, your goal is to provide service for clients who are grantors or beneficiaries of trusts.

Wells offers Trustee services that are pro-grantor, pro-trustee and pro-beneficiary.  Our Trustee Services are designed to provide the grantors, co-trustees and beneficiaries a very affordable alternative to the current standard Trustee arrangements.  Most Trustees consider the assets a major source of revenue.  We consider the assets as belonging to the client and a not a major source of revenue. We use the role to facilitate the transition of assets to the beneficiaries in a most reasonable and expeditious manner with the opportunity for the beneficiaries to inherit money that is legally protected against any outside litigation.

For trusts with an existing Trustee, or if a grantor wishes to establish a trust with a specific Trustee, Wells offers a Trust Protector service which can watch over the Trustee and terminate the Trustee for any misconduct. This is also a way to insure that the Trustee does not withhold or delay benefits to trust beneficiaries or unreasonably tie up trust assets in legal disputes. A trustís Protector Provision should be included in any new trust discussions or if trusts are to be updated. 

Wells has the necessary experience and resources to provide you and your clients with these important succession planning and trust services.


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