Estate planning at Beacon Pointe
How to protect 12 Beacon Pointe accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Beacon Pointe's Private Wealth Management - Estate Planning
Beacon Pointe Advisors - Headquarters
Phone(949) 718-1600
Fax(949) 209-2546
Mailing Address
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
WebsiteLearn more→
Client Services (via your Beacon Pointe Advisor)
Phone(949) 718-1600
Mailing Address
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
WebsiteNotify online→
Verified Apr 2026
Beacon Pointe has 12 investment accounts, each with different rules for what happens when the account holder dies. Of those, 8 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary designations at Beacon Pointe can be managed online, in branch, by mail, and by phone, typically taking typically 3-5 business days after forms are submitted to the custodian. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
There are two sides to estate planning at Beacon Pointe: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 12 account types at Beacon Pointe.
View details →When someone dies
Death claim process
Contact Beacon Pointe's Private Wealth Management - Estate Planning to file a claim. 7-step process, 6 required documents, and contact information for survivors.
View details →Beacon Pointe's Private Wealth Management - Estate Planning can answer questions about beneficiaries, trusts, or death claims at (949) 718-1600.
Frequently asked questions
Yes. Individual and joint managed accounts custodied at Schwab, Fidelity, or another third-party custodian can be retitled to a revocable trust. Your Beacon Pointe advisor coordinates the retitling paperwork with the custodian. You will need to provide a Certification of Trust or full trust document, government-issued ID for all trustees, and the trust tax identification number. Retirement accounts (Traditional IRA, Roth IRA, Rollover IRA, SEP-IRA, Solo 401(k)) cannot be retitled to a trust but can name a trust as beneficiary.
Sources
Data sourced from Beacon Pointe primary sources (16 pages reviewed). How we research.
Beacon Pointe Advisors - Headquarters
Phone(949) 718-1600
Fax(949) 209-2546
Mailing Address
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
WebsiteLearn more→
Client Services (via your Beacon Pointe Advisor)
Phone(949) 718-1600
Mailing Address
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Beacon Pointe accounts and other assets with trusts, beneficiary designations, and estate planning documents.
