Trust & Estate Services
Your legacy is more than something you leave behind. It’s built with intention.
Our approach
Whether you’re rethinking your priorities or planning for your family’s future, our experienced trust and estate team will work closely with you to understand your goals and coordinate a detailed strategy to help you achieve them.
As one of the top 40 largest trust companies in the U.S. based on assets under management, we offer the highest level of fiduciary care. You’ll work with a team of highly credentialed colleagues across wealth planning, investment management and private banking.
We can work with your attorney to develop a plan to protect your legacy for the long term, whether ensuring tax-advantaged wealth transfers and charitable gifting, or establishing professional trustee services to step in when you can’t.
True wealth is worry-free—and with a partner who puts you and your goals first, you can move forward with confidence and peace of mind.
How we work with you
Our Associated Bank Private Wealth team has created something special—a highly personal, holistic approach to wealth management. Welcome to wealth care.
We listen + learn
We start with a conversation, then work closely with you to understand your priorities, family dynamics and long-term vision.
We collaborate + manage your plan
Our trust and estate advisors talk you through a comprehensive, personalized strategy that can help protect your assets, optimize tax-efficient wealth transfers and support charitable giving. We work with our internal specialists as well as your estate planning attorney and accountant to address your needs.
We guide + check in
From professional trustee services to long-term estate guidance, we keep communication open and moving to help ensure your plan works—or changes—when it matters most.
The benefits of estate planning and administration
Safeguarding your assets
We'll ensure your legacy goes to the people and organizations you designate.
Managing an efficient strategy
Our organized distribution plan helps avoid probate and family tension.
Minimizing tax burdens
Our strategies can result in savings on your state and federal taxes for you and your heirs.
Protecting your loved ones
We administer trust and guardianships to support minor children and others with special needs.
Solutions and services that work for you and your legacy
Personal trust services
Manage investments, provide income for your loved ones or pass along your assets and property with confidence. Associated Bank can also serve as corporate trustee to make sure matters are handled according to the written intent and directions in your trust document.
Retirement planning
The key to enjoying the lifestyle you want during retirement is to create an effective investment plan well before your golden years. Associated Bank Private Wealth can outline the steps you need to take now to realize your retirement dreams.
Estate planning
Careful estate planning can preserve the wealth you’ve worked so hard to build. We can help you implement an estate plan that reduces estate taxes, let you choose a personal representative, establish bequests, provide for heirs, nominate guardians and reduce settlement costs.
Revocable trusts
Set aside assets to pass directly to your beneficiaries, avoiding the delay and expense of probate. You can change or dissolve the trust at any time. We can help manage your taxable assets, and act on your behalf to ensure these funds are still handled according to your wishes.
Irrevocable trusts
Because they can’t be changed once established, these trusts can provide lasting financial support for family needs or philanthropic goals, including for specialized purposes like charitable lead or remainder trusts, credit shelter trusts or special needs trusts.
Corporate trust services
Our Corporate Trust team delivers trusted expertise and responsive service to municipalities, school districts and businesses with escrow, paying agent or trustee needs. Our close partnership ensures reliable oversight, seamless administration and solutions tailored to your financial objectives.
Connect with an Associated Bank Private Wealth professional.
Frequently Asked Questions
Why should I have an estate plan?
A well-designed plan will protect your assets and legacy according to your wishes, providing clarity for your family, preventing assets from going to unintended recipients and financially supporting your loved ones.
Who can I expect to work with through Associated Bank Private Wealth Trust Services?
Our team of professionals includes Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), attorneys, lawyers and Certified Trust and Financial Advisors (CTFA®) to cover a variety of financial solutions.
Do you act as a fiduciary?
Yes, acting as a trustee or personal representative, we act in your best interests, not ours. We offer estate settlement services, guardianship and conservatorship and irrevocable trust accounts under this capacity.
Loan products are offered by Associated Bank, N.A., and are subject to credit approval and involve interest and other costs. Please ask about details on fees and terms and conditions of these products. Property insurance and flood insurance, if applicable, will be required on collateral. (1050)
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated Bank and Associated Bank Private Wealth are marketing names Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)