align your estate plan with your values
When it is time to manage how you will share your wealth with others, Johnson Trust Company will align your estate plan with your values to ensure that those who benefit from your legacy will thrive. Our integrated team of estate planning and trust experts serve as nimble partners to you—and to everyone involved in your estate including your beneficiaries, tax advisors, and attorneys. This gives you access to a depth of knowledge from a team who acts with an empathetic and problem-solving mindset, ensuring that the right decisions are made to preserve your wealth over time.
explore our locations
explore our integrated divisions
customize your plan with estate planning and trust experts
The team of professionals at Johnson Trust Company works in collaboration with all of our divisions to integrate sophisticated trust services and expertise to implement your unique estate plan. We work in concert with your attorneys and other advisors to make sure your estate plan is truly customized and implemented, accounting for all aspects of the vision you have for your future and your family. Across our firm, we are dedicated to working by the principles set by our founder, a university finance professor, who believed that wealth management could be a powerful tool for good when it is applied with a mindset of empathy and service. Our employees stay with us for decades and often their entire careers. You will not have a rotating door of advisors. Rather, you will have a team that is dedicated to building a lasting partnership that’s grounded in trust.
related insights
Family & Finances: Having the Right Conversations
// Read More