Solutions Tax Planning and Compliance Services Investment Advisory Services Estate and Trust Services Risk Management and Insurance Services Philanthropic Planning Expense Management and Financial Reporting Family Office Services Family Education		Home > Solutions > Estate and Trust Services Estate and Trust Services  Working together, we can help you create a legacy that provides for your family and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, consistent with your personal values and goals. We can help you to: Integrate your estate plans with tax, investment, business and insurance planning Develop plans to manage the issues associated with a sizable inheritance Determine the best ways to provide for future generations Utilize tax-efficient strategies to transfer your wealth Review existing estate planning documents Coordinate with legal counsel to ensure documents reflect your desires Advise on business succession strategies Support family wealth education Managing Fiduciary Relationships with Care and Discretion Through the Harris organization, you have access to a variety of Personal Trust Administration Services1. These services include acting as your: Trustee or Co-Trustee Executor or Personal Representative2 Agent for Executor or Personal Representative Guardian or Conservator3 Agent for Special Situations Learn more 1Personal Trust Administrative Services are provided by Harris N.A., The Harris Bank N.A. and their bank affiliates. Member FDIC. 2Please note that where the term “Executor” has been used, it can be read as “Personal Representative” depending on state law. The appointed Executor or Personal Representative in Illinois would be Harris N.A. and in Arizona, Florida and Washington would be The Harris Bank N.A. 3Please note that where the term “Guardian” has been used, it can be read as “Conservator” depending on state law. The appointed Guardian or Conservator in Illinois would be Harris N.A. and in Arizona, Florida and Washington would be The Harris Bank N.A.		Perspectives What is a Comprehensive Family office? Learn more

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	*Harris myCFOTM is the brand used by Harris myCFO, Inc., providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser, and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers. Not all products and services are offered in every state and/or location. United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. and its affiliates do not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.