Address Potential Incapacity with Estate Planning
Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.
Trust Services
Our trust services team strives to ensure your wishes are carried out and your loved ones and charities are provided for.
Estate Settlement
Estate settlement is the legal process of settling the personal and financial affairs of someone who has died. By serving as executor of your estate, our experienced Estate Settlement team can ensure your assets are distributed per your wishes, with the utmost sensitivity, efficiency and privacy.
Charitable Giving
By partnering with Baird Trust, you and your Financial Advisor can make the most of your charitable intentions in a way that's right for you.
Investment Management
Leveraging our proprietary Core + Satellite approach and a long-term holding philosophy, we can work with you to build an investment portfolio that aims to maximize returns and help you reach your wealth goals.
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
Revocable Trusts Explained
Revocable trusts can be used to help ensure your financial wishes are met while you are living and after death.
Ten Common Estate Settlement Mistakes
Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.