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Home→Financial Institutions→Edelman Financial→Preparing your estate

How to name beneficiaries and fund a trust at Edelman Financial

Covers 2 investment, and 6 retirement accounts — beneficiaries can be managed online

Edelman Financial

Brokerage · Nationwide

edelmanfinancialengines.com→
E

Client Services

Phone1-833-752-6333
Toll-Free1-833-752-6333
Emailadvisor@EdelmanFinancialEngines.com
Existing Retail Clients
1-800-601-5957
Employer / Workplace Inquiries
1-833-752-6333
WebsiteLearn more→

Estate Planning Services

Phone1-800-601-5957
Toll-Free1-800-601-5957
Emailadvisor@EdelmanFinancialEngines.com
WebsiteLearn more→

Death Claims (coordinated through custodian: Schwab, Fidelity, or Axos)

Phone1-800-601-5957
Toll-Free1-800-601-5957
Emailadvisor@EdelmanFinancialEngines.com
Mailing Address

Edelman Financial Engines, 1050 Enterprise Way, Suite 300, Sunnyvale, CA 94089

WebsiteNotify online→
Verified Apr 2026

Preparing your Edelman Financial investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.

The transfer rules at Edelman Financial vary across 8 investment accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.

Wealth Management AccountManaged Taxable Account
1
Log in to your custodian platform (Schwab at schwab.com, Fidelity at fidelity.com, or Axos)
2
Navigate to the beneficiary designation section for the relevant account
3
Add or update primary and contingent beneficiaries with percentage allocations
4
Submit the changes and save a confirmation for your records
5
Inform your EFE financial planner so they can note the update in your plan
Online Portal→

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Beneficiary designations are managed through the custodian (Schwab, Fidelity, or Axos), not through EFE directly
  • Workplace plan beneficiary designations are managed through the employer plan recordkeeper
  • Spousal consent may be required for retirement accounts under ERISA rules
  • Named beneficiaries override your will or trust terms for retirement accounts
  • EFE financial planners review beneficiary designations as part of the estate planning service

Edelman Financial

Brokerage · Nationwide

edelmanfinancialengines.com→
E

Client Services

Phone1-833-752-6333
Toll-Free1-833-752-6333
Emailadvisor@EdelmanFinancialEngines.com
Existing Retail Clients
1-800-601-5957
Employer / Workplace Inquiries
1-833-752-6333
WebsiteLearn more→

Estate Planning Services

Phone1-800-601-5957
Toll-Free1-800-601-5957
Emailadvisor@EdelmanFinancialEngines.com
WebsiteLearn more→

Death Claims (coordinated through custodian: Schwab, Fidelity, or Axos)

Phone1-800-601-5957
Toll-Free1-800-601-5957
Emailadvisor@EdelmanFinancialEngines.com
Mailing Address

Edelman Financial Engines, 1050 Enterprise Way, Suite 300, Sunnyvale, CA 94089

WebsiteNotify online→
Verified Apr 2026

Estate planning articles

Learn how to protect your Edelman Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Edelman Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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