Estate Planning and Settlement Services

Give yourself and your family peace of mind

Make estate planning part of your total financial strategy

Effective planning protects your family and your assets, and helps your estate move smoothly through the settlement process. Your BB&T Wealth team provides the tools you need to create a solid estate plan to carry out your wishes.

Enhance and preserve assets

Estate planning instruments—like a Healthcare Power of Attorney, Financial Power of Attorney, Living Will, Last Will and Testament and a Revocable Trust—can provide:

  • Tax-advantaged transfer of assets, reduced fees and increased privacy
  • Continuity of asset management for your spouse or other beneficiaries
  • Financial solutions for your heirs across multiple generations
  • Support for your philanthropic goals
  • Financial protection if you become disabled
  • Generational financial protection for your children and grandchildren

Achieve goals through trusts

BB&T Wealth helps you:

  • Optimize assets
  • Minimize probate administration 
  • Ensure ultimate distribution of your estate in the exact way you want
  • Secure favorable tax treatment for assets 
  • Create a mechanism for charitable gifts

Settle your estate

As an executor and trustee, we:

  • Complete personal, estate and fiduciary tax returns with the IRS
  • Complete probate court filings
  • Invest and safeguard personal, financial and unique assets
  • Maintain complete financial records and provide reporting to the beneficiaries
  • Distribute income and principal according to the directions of your will or trust agreement

Ready to take the next step?

Schedule appointment

Choose a time for an advisor to call you.

Call now

Speak with an advisor.

800-228-9798

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.

Charitable Gifting & Philanthropic Services

There are many ways you can spend your money, and charitable giving can be one of the most rewarding.

Trust Services

Provide for your family, protect your assets, and begin defining your legacy with properly prepared trust accounts and estate planning.

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®, BB&T Securities®, BB&T Sterling Advisors, Sterling Capital®, BB&T Investments, BB&T Scott & Stringfellow®, SunTrust®, SunTrust PortfolioView, SunTrust Robinson Humphrey®, 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 SunTrust Investment Services, Inc. and BB&T Securities, LLC, 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 SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, Precept Advisory Group, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers.  BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow are divisions of BB&T Securities, LLC.   Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.

The information contained herein is for informational purposes only and does not represent an official statement of your SunTrust Investment Services, Inc. account. Please refer to your monthly or quarterly statements for a complete record of your transactions, holdings, and balances.

"SunTrust 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; SunTrust 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; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

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

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