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Trust & Estate Planning

Taking steps to safeguard your wealth.

You’ve worked hard to build your wealth, now it’s time to ensure you’re preserving it. While the estate planning process can seem overwhelming, Key Private Bank will be with you every step of the way. We’ll help you understand your options so you can feel confident your assets are safeguarded now – and into the future.

Whether your goals are wealth preservation, business succession, charitable planning or wealth transfer, the knowledgeable professionals at Key Private Bank will sort through the many alternatives available for achieving those goals. We have more than 160 years of experience providing sophisticated trust and estate services – and a heritage of transparency and compassion in delivering those services to you.

Together with your attorney, advisors and you, Key Private Bank will develop an estate plan that encompasses the legacy you want to preserve. But we won’t stop there – our team monitors the economic environment and legislative landscape so you can understand how these factors might affect your plan. We stay connected, working with you to reach your goals.

Our Estate Planning Solutions and Services Include:

  • Wealth transfer planning
  • Charitable trusts
  • Custom trust solutions
  • Trust administration
  • Estate tax minimization
  • Power of attorney/Living will
  • Document review
  • Review of account titling and beneficiary designations
  • Blended family issues
  • Multi-generational transfer planning
  • Real estate management services
  • Oil and gas interest management
couple, tablet, wealth direction

See Your Real Financial Picture, Virtually

Reaching your goals through a personalized, digital roadmap

Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your financial plan through a personalized website, you’ll have your Key Private Bank team at your fingertips to provide advice and guidance.

The personalized platform features:

  • A consolidated view of all your accounts, including those held at other institutions
  • Interactive charts and detailed views of your investments
  • Tools to track spending
  • A secure online vault where you can safely store important documents
Learn more about Key Wealth Direction

Related Disclosure Information

KeyBank does not give legal advice.  Since laws are always subject to interpretation and possible changes, KeyBank strongly recommends that you seek the counsel of an attorney and/or other qualified tax advisor as to the specific legal and tax consequences of all planning concepts as they apply to the facts of your particular situation.

Investment products are:

NOT FDIC INSURED.NOT BANK GUARANTEED.MAY LOSE VALUE.NOT A DEPOSIT.NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY