Raymond James Trust When protecting your estate, find confidence in trust Raymond James Trust offers comprehensive capabilities and corporate strength to help preserve your wealth and carry out your legacy. Where corporate strength meets client-first service You’ve worked hard to build your estate. Now it’s time to preserve it. The services of Raymond James Trust, N.A. can help you accomplish specific goals in exactly the way you intend, whether it’s passing on assets to heirs, ensuring a lasting philanthropic legacy, establishing a fund for your or a loved one’s support, or protecting your estate from tax liability. Our team can help you preserve, protect and transfer your wealth, all while maintaining your current lifestyle. Since 1992, Raymond James Trust has been providing comprehensive trust services, and our experienced specialists are prepared to help you take the necessary steps and make the right decisions while creating a plan that works best for you. Your Raymond James financial advisor will remain your point of contact throughout the process, working with your trust officer to manage your assets through the eyes of a professional with in-depth insight into your full financial picture. About Raymond James Trust National Trust Charter and subsidiary of Raymond James Financial Established in 1992 with seven offices in the United States Serves as trustee, co-trustee, custodian, personal representative or agent to trustee Over $7 billion in assets under administration Diverse product offering Our difference What makes Raymond James Trust exceptional is our strength and stability as we are backed by the resources and expertise of Raymond James Financial. We provide local market contacts through your financial advisor, who will work with our more than 90 seasoned and experienced trust professionals to offer quality administration. Additionally, our nonproprietary open investment platform is matched by our competitive pricing, and we offer extensive philanthropic resources such as donor advised funds through Raymond James Charitable. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. The attention your legacy deserves Whatever your goals are for your legacy and estate plan, Raymond James Trust is equipped with the resources and expertise to help ensure all of your needs are addressed. Explore the pages below to learn more about our team and the extensive services and capabilities we offer, and to better understand our process when working with our clients. Our Team The team at Raymond James Trust offers the breadth of services, education and support you need to address each of your estate planning needs and move toward your future with confidence. With specialized expertise in a wide array of trust and legacy planning matters, we are here to do whatever is needed to ensure your vision is carried out for the wealth you’ve worked hard to preserve. Learn More Solutions & Services Questions About Trusts Working With Attorneys & COIs Raymond James Charitable Recent Articles Why Didn't the New Standard Deduction Stunt Charitable Giving? Americans’ total unadjusted giving actually increased year over year – posing the possibility that, for the charitably minded, it’s often more about heart than it is about write-offs. Listen about Why Didn't the New Standard Deduction Stunt Charitable Giving? Who Should You Choose to Execute Your Estate? When selecting a personal representative, consider the role's many responsibilities. Read Article about Who Should You Choose to Execute Your Estate? The Gift of Appreciated Stock Donating appreciated equity can be a gift for both you and your favorite charity. Read More about The Gift of Appreciated Stock View More About Us Careers Investor Relations News & Media Contact Us Legal Disclosures Privacy, Security & Account Protection Terms of Use Equal Opportunity Employer © 2021 Raymond James Financial, Inc. All rights reserved. Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc. Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc. Raymond James & Associates, Inc. Statement of Financial Condition