Estate Planning

Your story is never over.

As a client develops a relationship with Chevy Chase Trust, he or she experiences the real value in our approach to investment management. From our very first conversation, we inform the investment strategy through a comprehensive process that begins with financial planning and asset allocation.

Read more about our financial planning process »

It doesn’t end there. We keep asking questions—and we keep looking ahead. By considering your estate and anticipating future possibilities, we can better inform the present. The result is more than a portfolio. It’s a dynamic strategy that evolves as you and your circumstances do.

Chevy Chase Trust will:

  • Review legal documents
  • Review and advise on estate planning and charitable giving strategies
  • Keep current with tax law changes and advise accordingly
  • Work with you and your counsel to implement your plan