Learn About Settling a Loved One’s Estate

Tackling What Comes Next

After the difficulties that come with losing a loved one, come the challenges of estate settlement. You may even be named as successor trustee. Our free guides discuss what goes into the estate settlement process and what responsibilities you may have.

Complete the form to receive your guides.

Serving as Personal Representative or Successor Trustee

The responsibilities of these roles can be overwhelming, especially when you're grieving. You don't have to do it alone. Your Financial Advisor, estate planning attorney, and professional tax advisor can help you through the process..

What You’ll Receive When You Request the Guides

Because just the thought of starting can be intimidating, we're offering our free guides to help you understand the basics of what's likely to happen over the next several months. The guides cover some of the duties you've been assigned and can help direct you through the next steps.

  • Guide to Estate Settlement
  • Guide for Personal Representatives
  • Guide for Successor Trustees

While all the guides may not apply to you, they can help you understand the process others might be facing.

Request Your Free Guides

To receive your free guides, please complete the form

Please fill out the form below

By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fargo products or services, you agree that Wells Fargo Advisors may share this information with those other Wells Fargo businesses or entities. Please review our privacy policy.