Legacy and Philanthropic Planning

Design a wealth strategy for today and the future

Planning, administering and settling trusts and estates are often complicated. That's why we offer comprehensive and customized solutions delivered by your local Relationship Manager and supported by an experienced team of trust and estate, financial planning, insurance and charitable giving professionals.

Taking legacy and philanthropic planning to the next level

You and your family have unique legacy and philanthropic goals and we’re here to help you work towards them by providing holistic and compassionate guidance.

People and expertise you can trust
Your dedicated team of professionals understands how to protect assets and comply with the many regulatory, tax and legal requirements for the prudent management of trusts and investments.

Your dedicated team of professionals can:

  • Confirm if your goals are reflected in your will and/or trust during the planning process
  • Ensure directions in your will and/or trust are carried out
  • Settle estates in a timely and efficient manner
  • Maintain contact with and act on behalf of beneficiaries
  • Serve as trustee for trusts requiring complex administration
  • Implement strategies to minimize estate taxes
  • Plan for charitable dispositions

Planning for the expected and the unknown

Private Trusts

We can administer a variety of trusts, including:

  • Revocable trusts
  • Testamentary trusts
  • Family/marital trusts
  • Charitable trusts
  • Qualified terminable interest property (QTIP) trusts
  • Special needs trusts
  • Delaware trusts

Trustee Services

As a trustee or co-trustee, TD Wealth Private Client Group provides planning, strategies, ongoing administration and/or investment management services for:

  • Foundations and charitable trusts
    We have extensive experience and will help you comply with IRS regulations
  • Revocable and irrevocable trusts
    We administer these trusts and assist in the planning stages. We know about state-specific accounting requirements and comply with deadlines, formats and any requested supplemental forms
  • Trusts for disabled beneficiaries
    We are accomplished in the complex special needs trust area and adhere to federal and state administration guidelines

Other Planning Services

  1. Charitable gift annuity (CGA) administration
    For not-for-profit clients, we provide full administration and reporting for CGAs, including securities collection, investment management, projections for potential annuitants and tax reporting

  2. Real estate administration
    We offer complete services for real estate that is distributed to trust and estate accounts, including tax payments, insurance coverage and the coordination of appraisals and maintenance

  3. Funeral home trust administration
    In some states, we serve as trustee for funeral home trusts and fully adhere to state regulations

  1. Estate settlement services
    Save valuable time and money when it comes to complex estates with the advice you receive when naming TD Bank, N.A. as Executor, Co-executor or Agent for Executor (An “Executor” may also be called “Personal Representative” or “Administrator” depending on state and circumstance)

  2. Tangible personal property
    Protect and preserve the value of your physical assets, including artwork, jewelry, antiques and other collections of tangible personal property, with help from our legacy and philanthropic planning experts

Related investing and financial information

About TD Wealth

Discover what sets TD Wealth and the Private Client Group apart when it comes to managing your wealth with help from a dedicated local Relationship Manager.

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