Estate planning at Edward Jones
How to protect 14 Edward Jones accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Edward Jones's Edward Jones Trust Company
Client Relations
Phone1-800-441-2357
Toll-Free1-800-441-2357
Online Account Access Support
Client Relations / Urgent Trades
Headquarters Switchboard
WebsiteLearn more→
Estates Hotline
Phone1-888-441-5475
Toll-Free1-888-441-5475
Fax1-877-818-0584
Mailing Address
Edward D. Jones & Co., L.P., 12555 Manchester Road, Saint Louis, MO 63131
WebsiteNotify online→
Verified Jun 2026
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.
Managing beneficiaries at Edward Jones 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.
Edward Jones 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 update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Edward Jones.
View details →When someone dies
Death claim process
Contact Edward Jones's Edward Jones Trust Company to file a claim. 5-step process, 6 required documents, and contact information for survivors.
View details →Edward Jones's Edward Jones Trust Company can answer questions about beneficiaries, trusts, or death claims at 1-800-445-7224.
Frequently asked questions
Edward Jones Trust Company is an affiliate of Edward D. Jones & Co. that can serve as managing agent, trustee or co-trustee, or successor trustee. Services include customized asset management, bill payment, record keeping, financial management during incapacity, and beneficiary assistance. Administers personal trusts including revocable and irrevocable inter vivos trusts, testamentary trusts, and charitable trusts. Contact at (800) 445-7224.
Contact your local Edward Jones financial advisor to begin trust retitling. Bring a certified copy of the trust agreement or Certificate of Trust, government-issued ID for all trustees, and the trust tax identification number (EIN or SSN). The advisor opens a new account registration in the trust name. Trust documents may be faxed to (877) 818-0584 for home office review. Edward Jones advertises a typical 24-hour turnaround for re-registering assets after receipt of all required documentation. IRAs and other retirement accounts cannot be retitled to a trust, but a trust can be named as beneficiary.
Yes. Edward Jones accepts custom-drafted beneficiary designations for retirement accounts including Traditional, Roth, SEP, and SIMPLE IRAs as well as Owner-Only 401(k) plans. CPAs and attorneys may submit draft designations for pre-review by faxing them to (877) 818-0584 or by calling the Estates Hotline at (888) 441-5475. The client signature on the final designation must be dated within 60 days of home office receipt. The designation cannot include language requiring Edward Jones to make discretionary decisions.
Sources
Data sourced from Edward Jones primary sources (16 pages reviewed). How we research.
Client Relations
Phone1-800-441-2357
Toll-Free1-800-441-2357
Online Account Access Support
Client Relations / Urgent Trades
Headquarters Switchboard
WebsiteLearn more→
Estates Hotline
Phone1-888-441-5475
Toll-Free1-888-441-5475
Fax1-877-818-0584
Mailing Address
Edward D. Jones & Co., L.P., 12555 Manchester Road, Saint Louis, MO 63131
WebsiteNotify online→
Verified Jun 2026
Estate planning articles
Learn how to protect your Edward Jones accounts and other assets with trusts, beneficiary designations, and estate planning documents.
