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Trust Services & Estate Planning


Your Legacy – On Your Terms

Let us help you design the legacy you choose through estate planning, trust and estate settlement services and investment management, so you can transfer your wealth to the people and causes you care about. 

As your Financial Advisor, we work with professionals at Baird, to offer a broad array of customizable trust solutions to help you build, protect and distribute your wealth – on your terms. Whether you’re setting up a trust that provides wealth for the next generation, or creating a fund for all your philanthropic efforts, Baird Trust professionals and Baird’s estate planners will design a plan tailored around the future you envision.

Trust Administration
Baird Trust Officers work with you and your family in a fiduciary capacity to ensure your wishes are carried out and your loved ones are provided for as planned. They serve as both corporate trustee and agent for trustee on various types of trusts, including revocable living trusts, irrevocable marital and family trusts, all types of charitable trusts, and life insurance trusts.

Their experience in trust administration offers clients significant advantages:

  • Professional trust administration within the scope of the governing document
  • Collaboration with existing tax and estate planning advisors
  • Assistance in implementing gifting strategies
  • Bill payment and IRA distribution management services
  • A wide array of charitable giving solutions, including family foundation management, charitable remainder and lead trust administration as well as fiduciary
  • services to nonprofits

Estate Settlement
The Baird Trust estate settlement team’s primary duty is to settle the decedent’s personal and financial affairs – filing taxes, paying bills, collecting final wages and insurance proceeds and closing accounts. By serving as executor of your estate, Baird Trust can ensure your assets are distributed per your wishes, with the utmost sensitivity, efficiency and privacy.

Estate settlement services include:

  • Managing all estate assets
  • Interpreting the terms of any wills, codicils and trusts
  • Working with legal advisors, CPAs and trustees to determine the maximum extent and value of the estate
  • Distributing all estate assets


Don't Leave Your Legacy Up To Chance.


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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