What to do when a Edward Jones account holder dies
Contact Edward Jones's Edward Jones Trust Company — 5-step process, 6 required documents, and 24-72 hours once all documentation received at home office
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
After a Edward Jones account holder dies, accounts with beneficiary designations or trust ownership transfer to the designated recipients without probate. Solely-owned accounts require the estate's representative to contact Edward Jones's Edward Jones Trust Company at 1-888-441-5475 with the proper legal authority documents.
Death claims at Edward Jones can be started through an online portal, which streamlines the initial notification and document upload. Phone and mail options are also available.
Death claim process
Here is the step-by-step death claim process at Edward Jones:
Filing a claim
1
Contact the decedent's local Edward Jones branch first
2
Branch staff assist beneficiaries, executors, trustees, and personal representatives
3
Gather and submit required documents:
- Obtain certified death certificates (multiple copies recommended)
- For TOD accounts: complete Request for Execution of Non-Probate Transfer Form ($300 fee)
- Submit all documents to Edward Jones home office
4
Edward Jones processes via Express Estates service:
- Firm-held securities: transfer or sale within 72 hours of receipt of all documents
- Asset re-registration: typical 24-hour turnaround after all documents received
5
Estate Valuation Service provides date-of-death valuation reports formatted consistently with IRS Form 706 Schedule A (ordered through managing branch)
Required Documents
- Certified death certificate
- Government-issued ID for claimant
- Letters Testamentary or Administration (if going through probate)
- Inheritance tax waiver (required by certain states)
- TOD Request for Execution of Non-Probate Transfer Form (if TOD established)
- Trust documents (if assets transfer to a trust)
Claims Contact
Beneficiaries, executors, and personal representatives should contact the decedent's local branch first. The Estates Hotline (888-441-5475) is a complimentary service for estate professionals such as attorneys and CPAs, available Monday-Friday 7:30 a.m. - 4:30 p.m. CT. Express Estates service provides expedited processing for firm-held securities. Estate Valuation Service provides IRS Form 706-formatted date-of-death reports. For emergency needs, call (800) 441-2357 Monday-Friday 7:00 a.m. - 5:30 p.m. CT.
Expected timelines at Edward Jones: 24-72 hours once all documentation received at home office. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.
Edward Jones requires several documents to process a claim, including Certified death certificate, Government-issued ID for claimant, and Letters Testamentary or Administration (if going through probate), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.
Frequently asked questions
There is no fee to set up a TOD designation. However, a $300 execution fee is assessed to the beneficiary at the time of death claim when they file the Request for Execution of Non-Probate Transfer Form. The fee is deducted from the account before distribution.
Contact the decedent's local Edward Jones branch first; the financial advisor and branch staff will guide beneficiaries, executors, trustees, and personal representatives through the process. Provide a certified death certificate and government-issued ID. For TOD accounts, complete the Request for Execution of Non-Probate Transfer Form and pay the $300 TOD execution fee at distribution. Estate professionals (attorneys and CPAs) can also call the complimentary Estates Hotline at (888) 441-5475, Monday through Friday 7:30 a.m. to 4:30 p.m. CT. Edward Jones does not currently provide a self-service online death notification portal.
Edward Jones's Estates Hotline can be reached by phone at 1-888-441-5475 and fax at 1-877-818-0584 for questions throughout the claims process.
Multiple Edward Jones investment accounts may mean multiple claims. Some account types can be processed together, but others require their own documentation. Check with the Edward Jones Trust Company to confirm what applies.
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.
