Corporate Trustee Interest Form
Nominate a Potential Corporate Partner
In Wealth.com, clients can name a corporate trustee directly in their Trust or Will documents. We're expanding the network of trust companies available to name — and we're gathering interest now.
Submit this form if you're a trust company interested in partnering, or an advisor or client who'd like to see a specific corporate trustee available in Wealth.com. Our team reviews every submission and will follow up directly if there's a potential fit.
*This isn't a request for trustee services or an engagement of any kind. There's no cost or obligation, and we won't contact the trustee you name without letting you know first.