Working with Attorneys & COIs

Sharing resources. Building relationships.

From the beginning stages of financial planning to the final steps of estate execution, Raymond James takes pride in ensuring that our clients’ wishes are carried out exactly as they intend. That is why Raymond James Trust, N.A., is committed to working with attorneys to facilitate a seamless process on behalf of grantors.

When naming Raymond James Trust in estate planning documents, please request or reference our naming guidelines. To request a copy of our Considerations for Naming Raymond James Trust as Fiduciary, contact a Raymond James financial advisor or Raymond James Trust directly at 800.248.8863, Ext.72300.

Raymond James Trust, N.A., is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Trust.