Estate Planning

Help your clients preserve their wealth

High net worth clients often want to preserve their wealth and leave a legacy. So when they need access to the right estate planning tools, don’t sweat it. We’ve got choices available.

Access our Advisors Private Wealth Trust or choose from a range of third-party providers to help design a plan for any client—whether they want to give to charity, establish a personal trust, or consider potential tax-advantaged investment strategies.

Charitable giving

Help philanthropic clients find ways to give. Choices include:
Charitable remainder trusts
Donor advised funds
Private foundations

Personal trusts

Work with TD Ameritrade Institutional and get exclusive access to the Advisors Private Wealth Trust, a corporate trustee product. You’ll even have a dedicated trust consultant to help.
Additional trust choices include:
Corporate trustee
Affinity Service Providers

More options

Roth IRAs
Uniform Gifts to Minors Act (UGMA) / Uniform Transfers to Minors Act (UTMA)
Third-party insurance products and strategies