Estate planning at D.A. Davidson
How to protect 16 D.A. Davidson accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through D.A. Davidson's D.A. Davidson Trust Company
8 Third Street North, Great Falls, MT 59401
D.A. Davidson Trust Company
D.A. Davidson Trust Company, 8 Third Street North, Suite 200, Great Falls, MT 59401
Estate Settlement / Death Claims (handled via decedent's D.A. Davidson financial advisor or D.A. Davidson Trust Company)
D.A. Davidson & Co., Attn: Estate Settlement, 8 Third Street North, Great Falls, MT 59401
D.A. Davidson has 16 investment accounts, each with different rules for what happens when the account holder dies. Of those, 15 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.
Managing beneficiaries at D.A. Davidson is straightforward—changes can be made in branch and by mail, typically taking 15-30 minutes with advisor. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
There are two sides to estate planning at D.A. Davidson: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at D.A. Davidson.
View details →When someone dies
Death claim process
Contact D.A. Davidson's D.A. Davidson Trust Company to file a claim. 6-step process, 8 required documents, and contact information for survivors.
View details →D.A. Davidson's D.A. Davidson Trust Company can answer questions about beneficiaries, trusts, or death claims at 1-800-332-5915.
D.A. Davidson operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. D.A. Davidson Trust Company, a subsidiary of D.A. Davidson Companies, can be named as trustee or executor and provides fiduciary and trust administration services including trust management, estate settlement, and wealth planning. Trust officers specialize in revocable and irrevocable trusts, charitable trusts, and estate administration. D.A. Davidson Trust Company can be reached directly at (406) 791-7320.
Yes. While IRAs (Traditional, Roth, SEP, and SIMPLE) cannot be retitled into a trust, a trust may be named as the primary or contingent beneficiary using D.A. Davidson's IRA Beneficiary Designation Form. The form is not publicly downloadable -- your advisor must provide it. Naming a trust as IRA beneficiary has tax and required-minimum-distribution implications under the SECURE Act, so coordinate with your D.A. Davidson advisor and an estate planning attorney before designating a trust beneficiary.
Sources
Data sourced from D.A. Davidson primary sources (19 pages reviewed). How we research.
8 Third Street North, Great Falls, MT 59401
D.A. Davidson Trust Company
D.A. Davidson Trust Company, 8 Third Street North, Suite 200, Great Falls, MT 59401
Estate Settlement / Death Claims (handled via decedent's D.A. Davidson financial advisor or D.A. Davidson Trust Company)
D.A. Davidson & Co., Attn: Estate Settlement, 8 Third Street North, Great Falls, MT 59401
Estate planning articles
Learn how to protect your D.A. Davidson accounts and other assets with trusts, beneficiary designations, and estate planning documents.
