Legacy Planning

One of the most valuable assets you can pass down to your heirs is the set of ideals and traditions you’ve built throughout a lifetime. Bequeathing a legacy requires just as much careful planning as the transfer of material wealth, and those who involve the whole family in the endeavor are often rewarded with a plan that perpetuates important moral, community and philanthropic values.

Raymond James’ full-service trust companies offer a full range of personal trust and estate planning services, including custody and safekeeping services, account management for wills and living trusts, irrevocable life insurance trusts, estate settlement services and specialized trust services on a case-by-case basis. Our trust companies act as trustee for the Raymond James Charitable Endowment Fund, a donor advised fund.