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
Phone1-406-727-4200
Toll-Free1-800-332-5915
Mailing Address
8 Third Street North, Great Falls, MT 59401
WebsiteLearn more→
D.A. Davidson Trust Company
Phone1-406-791-7320
Toll-Free1-800-332-5915
Mailing Address
D.A. Davidson Trust Company, 8 Third Street North, Suite 301, Great Falls, MT 59401
WebsiteLearn more→
Estate Settlement / Death Claims (handled via decedent's D.A. Davidson financial advisor or D.A. Davidson Trust Company)
Phone1-406-727-4200
Toll-Free1-800-332-5915
Emailinfo@dadavidson.com
Fax1-406-727-1485
Mailing Address
D.A. Davidson & Co., Attn: Estate Settlement, 8 Third Street North, Great Falls, MT 59401
Verified Apr 2026
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, 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.
The DADVANTAGE Asset Management Account is D.A. Davidson's all-in-one account combining brokerage, cash management, check writing, a debit card, bill pay, direct deposit, and securities-backed borrowing. Cash sweeps daily into an FDIC-insured bank deposit program with up to $2.5 million in FDIC coverage. The account can be retitled to a revocable living trust.
D.A. Davidson offers several wrap-fee advisory programs: Managed Funds Portfolio (MFP, $5,000 minimum), Unified Managed Account (UMA, $10,000-$100,000 minimum), Separate Account Management (SAM, $25,000-$100,000 minimum), Paragon ($10,000 minimum), and Choice ($24,000 minimum). Davidson Investment Advisors provides discretionary management. All advisory accounts can be retitled to a revocable living trust.
Yes. D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana, founded in 1935. The firm has approximately 1,600 employees across nearly 100 offices in 29 states, with regional headquarters in Denver, Los Angeles, New York, Omaha, and Seattle.
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 the IRA Beneficiary Designation Form. 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 (18 pages reviewed). How we research.
Phone1-406-727-4200
Toll-Free1-800-332-5915
Mailing Address
8 Third Street North, Great Falls, MT 59401
WebsiteLearn more→
D.A. Davidson Trust Company
Phone1-406-791-7320
Toll-Free1-800-332-5915
Mailing Address
D.A. Davidson Trust Company, 8 Third Street North, Suite 301, Great Falls, MT 59401
WebsiteLearn more→
Estate Settlement / Death Claims (handled via decedent's D.A. Davidson financial advisor or D.A. Davidson Trust Company)
Phone1-406-727-4200
Toll-Free1-800-332-5915
Emailinfo@dadavidson.com
Fax1-406-727-1485
Mailing Address
D.A. Davidson & Co., Attn: Estate Settlement, 8 Third Street North, Great Falls, MT 59401
Verified Apr 2026
Estate planning articles
Learn how to protect your D.A. Davidson accounts and other assets with trusts, beneficiary designations, and estate planning documents.
