Estate planning and settlement at Edward Jones
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-441-5475
How your Edward Jones investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 13 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.
Edward Jones lets account holders update beneficiary designations in branch and by mail, typically taking 15 to 30 minutes with the advisor. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Edward Jones has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Edward Jones.
Preparing your estate →Death claim process
Report the death to Edward Jones' Estates Hotline at 1-888-441-5475. The page lists the steps and the documents to send.
When someone dies →Edward Jones Trust Company can answer questions about beneficiaries, trusts, or death claims at 1-800-445-7224.
Sources
Data sourced from Edward Jones primary sources (14 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Edward Jones accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
