Trust & Estate Planning | Key Private Bank

How Does Trust and Estate Planning Impact Wealth Management?

You’ve worked hard to build your wealth, and trust and estate planning is an important part of helping you preserve it. Key Private Bank will coordinate with your advisors to develop trust and estate plan to meet your goals. Our team will monitor the economic and legislative environment so you can understand how they might affect your plan. Whether your goals are wealth preservation, business succession, charitable planning or wealth transfer, your Key Private Bank team can help.

We have more than 190 years of experience providing sophisticated trust and estate services – and a heritage of transparency and compassion in delivering those services to you.

Estate Planning 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

Meet a Financial Professional

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 wealth 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^®

Plan Your Estate

Estate Planning in a Digital World

More and more of our daily activities are moving online. All aspects of our lives—whether financial, social, work or leisure— increasingly have a presence on our computers or the Internet.

August 2018 Estate Planning in a Digital World

Our Approach

Manage Your Financial Plan, Digitally

Your life is constantly changing – you need financial advice that can keep up.

March 2018 Manage Your Financial Plan, Digitally

Plan Your Estate

Checklist: Eight Estate Planning To-Dos

The biggest misconception people have about estate planning is that “they are not that old, and can do it later,” say almost half (49%) of advisors in the Key Private Bank Advisor Poll on estate planning.

April 2019 Checklist: Eight Estate Planning To-Dos

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