Your legacy. Your way.

Plan It Now

Solutions as personal as your wishes

Protecting the people you love and the things you cherish isn’t a task to be shared lightly. Since 1928, Cetera Trust Company has earned the confidence of thousands of individuals and families with trust and estate planning solutions that preserve your wishes—not just your wealth.

Supporting your trusted advisors

We’ll work seamlessly with your accountants, attorneys, and estate team, providing precisely the level of trust expertise you need. Our century-old roots in community banking have taught us there are many partners behind a successful account.

The ideal blend of service and scale

Attentive, personalized service doesn’t have to come at the expense of stability and nationwide reach. We offer the best of both worlds as part of the Cetera Financial Group, home to approximately 12,000 financial professionals and their teams.

Control what matters to you

Control what matters to you

Transferring assets to a trust can lower tax exposure and leave more money for beneficiaries, while minimizing inheritance delays and protecting privacy.

Defining how your assets are passed on can decrease the potential for family conflict and costly litigation.

Naming a successor in the event of illness, incapacity, or death can prevent unsound decisions, loss of control over your legacy, and stress on your family or business.

Customizing a trust for designated assets lets you maintain support of worthy causes, with potential tax advantages.

Arranging for new bills and expenses to be sent to us ensures prompt review and payment without worry.