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Create a Trust

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Overview Preparing your estate When someone dies

Overview Preparing your estate When someone dies

Home→Financial Institutions→eToro

Estate planning at eToro

How to protect 3 eToro accounts — file death claims

eToro

Subsidiary of eToro Group Ltd. (NASDAQ: ETOR)

etoro.com/en-us→

eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)

WebsiteLearn more→

eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)

WebsiteLearn more→

Customer Service Center ticket ("Account Details" > "Account Details - other") — eToro has no estates department and publishes no claims phone line

Emaillegal-usa@etoro.com

WebsiteNotify online→

Verified Jul 2026

eToro has 3 investment accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.

eToro 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 review 3 account types at eToro.

View details →

When someone dies

Death claim process

5-step process, 5 required documents, and contact information for survivors.

View details →

Frequently asked questions

No. eToro USA does not open trust accounts, so an existing account cannot be retitled into your revocable trust and a successor trustee cannot take it over. A trust can still receive the money after the fact — the executor settles the eToro account through the estate, the balance is paid to the estate, and the estate then distributes it under the will (including a pour-over into the trust). Nothing about the eToro account itself moves to the trust.

SimplyTrust Editorial·Updated July 12, 2026

Sources

etoro.com
help.etoro.com
brokercheck.finra.org

Data sourced from eToro primary sources (18 pages reviewed). How we research.

eToro

Subsidiary of eToro Group Ltd. (NASDAQ: ETOR)

etoro.com/en-us→

eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)

WebsiteLearn more→

eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)

WebsiteLearn more→

Customer Service Center ticket ("Account Details" > "Account Details - other") — eToro has no estates department and publishes no claims phone line

Emaillegal-usa@etoro.com

WebsiteNotify online→

Verified Jul 2026

Estate planning articles

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

Estate planning articles

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

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?

Estate Settlement

SimplyTrust EditorialJuly 13, 2026

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.

Estate Settlement

SimplyTrust EditorialJuly 13, 2026

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.

SimplyTrust EditorialJuly 6, 2026

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.

Estate Planning

SimplyTrust EditorialJuly 6, 2026

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.

SimplyTrust EditorialJune 30, 2026

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.

SimplyTrust EditorialJune 30, 2026