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Trust & Estate Services

Trust

Protecting your assets for future generations

What are your long-range plans? Have you established legacy goals? What about finding innovative ways to manage investment, tax, and estate-based risks? Washington Trust's dedicated team of pro-active wealth management advisors - many of whom hold specialized designations such as MBA, CPA, CFP, CFA, ChFC, CTFA, and/or JD - is committed to long-term relationships. We offer a full range of trust and estate services to help you navigate the complex and often emotional decisions that come with protecting your assets for future generations.

Trust services and administration
Gifting and philanthropic strategies
Estate settlement and administration
Business succession planning
Special needs

Trust services and administration

How do you extend your legacy into future generations in the most tax-efficient manner possible? Washington Trust will work with you to define your goals, and offer an array of trust and tax services to help you achieve them.

Gifting and philanthropic strategies

What are your charitable and community goals? With an understanding of your preferences, we will develop strategies to ensure that your assets are utilized in the way that you intend.

Estate settlement and administration

Who will manage your estate, and how will your assets be protected and distributed to your beneficiaries? Washington Trust offers independent, professional estate settlement services, including serving as executor of your estate. Our experts strive to work with your legal and accounting advisors to successfully implement your strategies.

Business succession planning

Do you own a family business? Are you concerned about its future viability? Succession planning is crucial for your business' ongoing operation. We can work with you and your professional advisors to help analyze and plan for business transfer, ownership, compensation, and growth.

Special needs

Are there unusual circumstances in your life and family that you need to address? From special needs trusts, to coordinating specialized insurance services and other asset protection vehicles, Washington Trust will help you develop strategies to protect and provide for your loved ones.

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 to contact us.

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Maintenance

System Maintenance

April 20, 2014
12:30 a.m. until 4:30 a.m.

Due to system maintenance, Online Banking and Mobile Banking will be unavailable on Sunday, April 20 from 12:30 a.m. until 4:30 a.m.