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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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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