ESTATE PLANNING BASICS
Commerce Trust Company offers a variety of services to alleviate the uncertainties associated with your financial future. Our advisors can help you organize and understand your financial picture, with the goal of streamlining the estate planning process. Ask your advisor for the easy-to-use Estate Planning Workbook. It can help you understand the estate planning process, gather important information, start thinking about key decisions you’ll need to make, and prepare for conversations with estate planning professionals who can help draft your plan.
Contact a Commerce Trust advisor today. 1-855-295-7821 | commercetrustcompany.com
Wealth | Investments | Planning Commerce Trust Company
COMMERCE TRUST COMPANY IS A DIVISION OF COMMERCE BANK
NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE
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