Estate planning at Chevy Chase Trust
How to protect 9 Chevy Chase Trust accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Chevy Chase Trust's Planning & Fiduciary Services
Chevy Chase Trust Client Services
Phone(240) 497-5000
Mailing Address
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814
McLean, VA office
Toll-free
WebsiteLearn more→
Planning & Fiduciary Services
Phone(240) 497-5000
Mailing Address
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814
WebsiteLearn more→
Estate Settlement (via Advisor)
Phone(240) 497-5000
Mailing Address
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814
Verified Jul 2026
How your Chevy Chase Trust investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 9 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
At Chevy Chase Trust, beneficiary designations are managed in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Chevy Chase Trust 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 9 account types at Chevy Chase Trust.
View details →When someone dies
Death claim process
Contact Chevy Chase Trust's Planning & Fiduciary Services to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →Chevy Chase Trust's Planning & Fiduciary Services can answer questions about beneficiaries, trusts, or death claims at (240) 497-5000.
Frequently asked questions
Yes. Chevy Chase Trust is a Maryland-chartered non-depository trust company and routinely serves as trustee, co-trustee, executor, or agent for designated fiduciaries. The firm administers revocable trusts, irrevocable trusts, charitable trusts, and estate settlements with discretionary investment authority. Because the firm acts under the most demanding fiduciary standard, it supervises virtually every type of asset -- from traditional securities to farms and operating businesses -- and integrates ongoing investment management with trust administration. Engagement is subject to the $3,000,000 relationship minimum and $35,000 minimum annual fee disclosed on the firm's Form CRS.
Per the firm's Form CRS filed with the SEC, Chevy Chase Trust has a $3,000,000 relationship minimum with a $35,000 minimum annual fee. Smaller relationships or other fee accommodations are considered based on factors such as expectations of future relationship size and accepted at the discretion of executive management. This minimum applies whether you are engaging the firm for investment management, fiduciary services as trustee or executor, or estate planning coordination. Prospective clients can contact the firm at (240) 497-5000 (Bethesda) or (571) 622-1200 (McLean).
No. Chevy Chase Trust is an independent, privately-owned registered investment advisor and Maryland-chartered non-depository trust company that is part of the B.F. Saul Company family of organizations. The former Chevy Chase Bank was acquired by Capital One in 2009 and is a separate entity. Chevy Chase Trust is not a bank and does not accept deposits -- it manages investment advisory and trust accounts only. Estate settlement and trust funding workflows route through your Chevy Chase Trust advisor and the Planning & Fiduciary team, not through any bank branch.
Chevy Chase Trust does not offer self-service online beneficiary forms. All beneficiary designation and TOD changes are advisor-mediated -- you contact your Senior Trust Officer (or call the Bethesda office at (240) 497-5000, McLean at (571) 622-1200, or the toll-free line at 1-888-940-2282), the advisor delivers the appropriate form for your account type, and the Planning & Fiduciary team processes the change. Per the firm FAQ, once your request is verified with the Senior Trust Officer it is processed within two business days. This means clients without an existing advisor relationship cannot make beneficiary updates through a generic web portal, and beneficiary changes are coordinated with the firm's broader estate planning review rather than handled as a transactional update.
Sources
Data sourced from Chevy Chase Trust primary sources (12 pages reviewed). How we research.
Chevy Chase Trust Client Services
Phone(240) 497-5000
Mailing Address
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814
McLean, VA office
Toll-free
WebsiteLearn more→
Planning & Fiduciary Services
Phone(240) 497-5000
Mailing Address
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814
WebsiteLearn more→
Estate Settlement (via Advisor)
Phone(240) 497-5000
Mailing Address
7501 Wisconsin Avenue, Suite 1500W, Bethesda, MD 20814
Verified Jul 2026
Estate planning articles
Learn how to protect your Chevy Chase Trust accounts and other assets with trusts, beneficiary designations, and estate planning documents.
