Estate planning at Carson
How to protect 11 Carson accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Carson's Estate planning support (Advanced Planning Team, engaged through your advisor)
C
Carson Group
Phone888-321-0808
Mailing Address
Carson Group, 14600 Branch Street, Omaha, NE 68154
WebsiteLearn more→
Estate planning support (Advanced Planning Team, engaged through your advisor)
Phone888-321-0808
WebsiteLearn more→
No dedicated claims department — report a death to the decedent's Carson advisor; the custodian (Fidelity or Schwab) processes the claim
Phone888-321-0808
Mailing Address
Carson Group, 14600 Branch Street, Omaha, NE 68154
WebsiteNotify online→
Verified Jul 2026
Carson has 11 investment accounts, each with different rules for what happens when the account holder dies. Of those, 11 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 Carson can be managed in branch, by mail, and by phone, typically taking 15-30 minutes with your advisor, plus custodian processing. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Carson has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 11 account types at Carson.
View details →When someone dies
Death claim process
Contact Carson's Estate planning support (Advanced Planning Team, engaged through your advisor) to file a claim. 7-step process, 10 required documents, and contact information for survivors.
View details →Carson's Estate planning support (Advanced Planning Team, engaged through your advisor) can answer questions about beneficiaries, trusts, or death claims at 888-321-0808.
Frequently asked questions
Through your advisor, on the custodian's paperwork. Taxable managed, wrap, brokerage, and Flourish Cash accounts can be titled to a revocable living trust; IRAs and employer plans cannot be retitled and take a trust only as beneficiary. Bring your Certification of Trust (or the full trust agreement), photo ID for every acting trustee, and the trust taxpayer ID — the grantor's SSN for a revocable trust, an EIN for an irrevocable one. The advisor prepares the custodian's change-of-registration forms; Fidelity or Schwab executes the retitling and may require a Medallion Signature Guarantee. Confirm the new title on the next custodial statement.
It provides access to both through other companies rather than doing either itself. For documents, CWM has an agreement with Trust & Will: for a fixed fee clients can create a will-based or revocable-trust-based plan that also includes a power of attorney, a healthcare directive, a HIPAA release, and a schedule of assets, with trust-based plans adding a trust funding guide, a trust certification, and a pour-over will. For trusteeship, Carson Group Holdings has agreements with National Advisors Holdings, LLC (those trust services carry the Carson Private Trust label) and with BOK Financial Advisor Trust Services to act as trustee for a limited number of clients; CWM discloses Carson Private Trust as an affiliated trust company and treats recommending it as a conflict of interest because of the additional revenue it earns. Carson's own estate planning capability, launched in May 2026, is advisor-delivered support backed by its Advanced Planning Team.
Sources
Data sourced from Carson primary sources (13 pages reviewed). How we research.
C
Carson Group
Phone888-321-0808
Mailing Address
Carson Group, 14600 Branch Street, Omaha, NE 68154
WebsiteLearn more→
Estate planning support (Advanced Planning Team, engaged through your advisor)
Phone888-321-0808
WebsiteLearn more→
No dedicated claims department — report a death to the decedent's Carson advisor; the custodian (Fidelity or Schwab) processes the claim
Phone888-321-0808
Mailing Address
Carson Group, 14600 Branch Street, Omaha, NE 68154
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Carson accounts and other assets with trusts, beneficiary designations, and estate planning documents.
