Other services

If you're building a personal trust, you want to be sure you're getting the right recommendations for your unique needs.

Our advisory role

An Ameriprise financial advisor is knowledgeable about your desire to protect your assets and leave a legacy. Advisors team up with trust specialists to give you the information you need to make informed decisions about estate planning.

Personal trust services

Ameriprise® Personal Trust Services provides professional services to ensure your legacy is carried out according to your wishes. We can help you manage taxes, transfer costs, create a lasting financial legacy and more.

Ameriprise® Personal Trust Services is a division of Ameriprise Bank, FSB. Ameriprise Bank provides certain deposit, lending and Personal Trust Services. Neither Ameriprise Personal Trust Services nor Ameriprise financial advisors are authorized to give legal or tax advice that goes beyond the scope of its fiduciary responsibilities associated with serving as investment agent or trustee. For legal or tax matters that go beyond these roles, clients will need to consult their own legal and/or tax advisors.

Looking for some product guidance?

Find a financial advisor near you.

Or

Have a local advisor contact you directly.

complete the request form

Start planning your estate

Read our overview to better understand how to start making your estate-planning goals a reality.

Financial planning topics

Get informed on how to save, spend, invest, and protect what matters for the future.