Estate planning at Dodge & Cox
How to protect 14 Dodge & Cox accounts — manage beneficiaries online, fund a trust online, and file claims through Dodge & Cox's Inheritance & Estate Services
Shareholder Services
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Private Client Services
WebsiteLearn more→
Inheritance & Estate Services
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
WebsiteLearn more→
Inheritance Claims / Death Notification (call (800) 621-3979 Option 6 -- Dodge & Cox does not publish a dedicated fax or email for death claims)
Phone(800) 621-3979
Toll-Free(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502 (Express: 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307)
WebsiteNotify online→
Verified Apr 2026
Dodge & Cox has 14 investment accounts, each with different rules for what happens when the account holder dies. Of those, 14 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 Dodge & Cox can be managed online, by mail, and by phone, typically taking 1-2 weeks by mail. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Dodge & Cox 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 manage beneficiaries online, fund a trust online, and review 14 account types at Dodge & Cox.
View details →When someone dies
Death claim process
Contact Dodge & Cox's Inheritance & Estate Services to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →Reach Dodge & Cox's Inheritance & Estate Services at (800) 621-3979 for help with any of these procedures.
Frequently asked questions
Dodge & Cox offers seven no-load, actively managed mutual funds: Stock Fund (DODGX/DOXGX) for U.S. equities, Global Stock Fund (DODWX/DOXWX) for U.S. and non-U.S. equities, International Stock Fund (DODFX/DOXFX) for non-U.S. equities, Emerging Markets Stock Fund (DODEX) for emerging market equities, Balanced Fund (DODBX/DOXBX) for a mix of equities and debt securities, Income Fund (DODIX/DOXIX) for high-quality bonds and debt, and Global Bond Fund (DODLX/DOXLX) for international bonds and debt. Most funds are available in Class I and Class X shares, with Class X offering lower expense ratios.
Dodge & Cox offers individual and joint investment accounts, personal trust accounts, UTMA custodial accounts, estate accounts, and entity accounts (corporations, LLCs, partnerships). For retirement savings, IRA options include Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, Spousal IRA, Custodial IRA, and Inherited IRA. Most accounts can be opened online; entity accounts and Inherited/Custodial IRAs require mail-in applications.
To open a personal trust account, complete the Account Application for Individual and Personal Trusts online at https://www.secureaccountview.com/BFWeb/clients/dodgeandcox/nasu or download the PDF from the Forms and Guides page. Provide the trust name, date established, trustee information, and tax identification number (grantor SSN for revocable trusts or EIN for irrevocable trusts). Include a Certification of Trust or full trust agreement and government-issued ID for all trustees. To retitle an existing account to a trust, complete the Change of Ownership Form. Call (800) 621-3979 for assistance.
Regular mail: Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502. Express mail: Dodge & Cox Funds, 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307. For shareholder services, call (800) 621-3979 (Monday-Friday, 8:00 a.m. to 7:30 p.m. ET). For Private Client services, call (415) 981-1710.
Sources
Data sourced from Dodge & Cox primary sources (16 pages reviewed). How we research.
Shareholder Services
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Private Client Services
WebsiteLearn more→
Inheritance & Estate Services
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
WebsiteLearn more→
Inheritance Claims / Death Notification (call (800) 621-3979 Option 6 -- Dodge & Cox does not publish a dedicated fax or email for death claims)
Phone(800) 621-3979
Toll-Free(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502 (Express: 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307)
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Dodge & Cox accounts and other assets with trusts, beneficiary designations, and estate planning documents.
