Trust and Estate Planning

Define the legacy you want to leave

A plan to care for your heirs and your goals

Properly prepared trust accounts and thoughtful estate planning are excellent ways to provide for your family, protect your assets and begin defining your legacy.

Estate planning and settlement services

Effective planning protects your family and your assets and helps your estate move smoothly through the settlement process:

  • Enhancing and preserving assets
  • Achieving goals through trusts
  • Resolving your estate objectively and efficiently, according to your wishes

Trust services

Trusts can help maintain your financial goals if you become incapacitated and can seamlessly transfer your assets to your heirs and other recipients.

We offer a variety of solutions:

  • Revocable trusts
  • Insurance trusts
  • Qualified personal residence trusts
  • Intentionally defective grantor trusts
  • Grantor retained annuity trusts
  • Various charitable trusts
  • Many others, depending on your needs

Charitable gifting and philanthropic services

There are many ways you can spend your money; charitable gifts and philanthropy can be some of the most rewarding. Your BB&T Wealth advisory team can help you:

  • Create a charitable gift and philanthropy budget
  • Evaluate and implement options for giving:
    • Direct gifts from qualified or non-qualified assets
    • Endowments
    • Charitable trusts
    • Foundations

Ready to take the next step?

Find an advisor

Search by name, location, and more.

Call now

Speak with an advisor.

800-228-9798

Schedule a call

An advisor will call you.

Still exploring?

BB&T Perspectives  (Article)

BB&T Perspectives shares financial, leadership and lifestyle perspectives with the hopes of enhancing our clients' lives. Learn more about the?financial planning?topics our Wealth experts are discussing.

How Should I Structure and Execute My Will?  (Article)

A last will and testament may be your most important financial document, and you'll want to consider the optimal ways to structure and execute it.

Integrated services

Your BB&T Wealth advisor will help you create a comprehensive, strategic plan to integrate and coordinate your banking, credit, investments, risk management, and trust and estate planning services.

Comprehensive Financial Planning

Simplify your complex financial life with a BB&T Wealth advisor who can help you see the big picture.

Retirement and Investing

Bring your short- and long-term financial goals into focus with customized planning and investment strategies as well as self-directed services.

Risk Management

Learn how to protect your wealth with insurance options that suit your needs.

Only deposit products are FDIC insured.

Traditional banking services are provided by Truist Bank, Member FDIC.

Investment and Insurance Products:
? Are not FDIC or any other government agency insured ? Are not bank guaranteed ? May lose value

Truist, BB&T®, Sterling Capital®, SunTrust®, SunTrust PortfolioView, Truist Securities®, SunTrust Premier Program®, AMC Pinnacle®, AMC Premier®, Access 3®, Signature Advantage Brokerage, Custom Choice Loan®, SunTrust SummitView®, and GFO Advisory Services®?are service marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and/or insurance (including annuities) are offered by Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.) and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477, a wholly owned subsidiary of Truist Insurance Holdings, Inc.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; Truist Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; Truist Advisory Services, Inc., an SEC registered investment adviser which provides Investment Advisory services.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by affiliates of Truist Financial Corporation.

Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including Truist Securities, Inc., member FINRA and SIPC.

McGriff Insurance Services, Inc., and McGriff Seibels & Williams, Inc., are subsidiaries of Truist Insurance Holdings, Inc.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at www.nyc.gov/dca.

Branch Banking and Trust Company is now Truist Bank.?Learn more.

BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.

BB&T Complete Client Protection

about Truist Bank