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MeridianFinancial Group

Wealth Management

Trust & Estate

Meridian Trust Company provides fiduciary expertise, multi-state situs, and seamless administration for individuals, families, and family offices.

Setup time

< 14 days

Jurisdictions

All 50

Avg. fees

30% less

What's included

Protect and transfer your legacy.

  • Corporate trustee and co-trustee services
  • Delaware, South Dakota, and Nevada situs
  • Estate settlement and probate
  • Charitable trust administration
  • Custodial and special needs trusts

Apply Today

Get started

Most applications complete in under 7 minutes. Funding available within one business day for qualified applicants.

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1-800-MERIDIAN

The Meridian difference

Designed for clients who expect more.

01

Multi-State Situs

Optimize tax and asset protection through favorable jurisdictions.

02

Fiduciary Strength

Top-rated corporate trustee with $850B in assets under administration.

03

Family Continuity

Multi-generational stewardship of family wealth and intent.

Common Questions

Questions, answered.

Don't see your question? Our relationship bankers are available 24/7 to help.

Get Started

Get started with Trust & Estate.

Apply online in minutes, or speak with a relationship banker about your goals.