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Trust & Estate Planning

What’s the best way to protect your assets for future generations?
Have you given any thought to your legacy goals?

couple walking in fieldWashington Trust has been finding innovative ways to manage investment, tax, and estate-based risks for generations and over many decades. Our dedicated team of more than 100 wealth management experts is committed to building long-term relationships with your needs and goals foremost in mind.

We offer a full range of trust and estate services to help you navigate the complex and often emotional decisions that come with protecting your assets for future generations, including:

  • Trust services and administration
  • Gifting and philanthropic strategies
  • Estate settlement and administration
  • Business succession planning
  • Special needs

Case Study

The Philanthropic Parent

How to include your children in the process without disclosing the amount of your personal wealth

Read More
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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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Let's discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency