Estate planning at Fisher Investments
How to protect 7 Fisher Investments accounts — manage beneficiaries online, fund a trust by mail, and file claims through Fisher Investments's Client Service Team (Estate Planning)
Phone1-800-550-1071
Mailing Address
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
New Client Inquiries
401(k) Business Services
Media/Press Inquiries
WebsiteLearn more→
Client Service Team (Estate Planning)
Phone1-800-550-1071
Mailing Address
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
New Client Inquiries
WebsiteLearn more→
Client Service Team
Phone1-800-550-1071
Mailing Address
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
WebsiteNotify online→
Verified Jul 2026
How your Fisher Investments investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 6 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.
Beneficiary designations at Fisher Investments can be managed online, by mail, and by phone, typically taking varies by custodian; typically 3-7 business days for paper forms. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Fisher Investments provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 7 account types at Fisher Investments.
View details →When someone dies
Death claim process
Contact Fisher Investments's Client Service Team (Estate Planning) to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →Reach Fisher Investments's Client Service Team (Estate Planning) at 1-800-550-1071 for help with any of these procedures.
Frequently asked questions
No. Fisher Investments is a registered investment adviser that manages portfolios on a discretionary basis, but client assets are held by independent third-party custodians such as Fidelity or Schwab. This custodial arrangement provides an additional layer of protection and transparency. For account balances, holdings, and statements, log in directly to your custodian. This is why beneficiary designations, TOD registrations, and trust retitling are processed through the custodian rather than Fisher directly.
Yes. Fisher can manage a portfolio titled in the name of a revocable or irrevocable trust. The trust account is opened at a third-party custodian in the trust's name, and Fisher manages the investments with discretionary authority while the trustee serves as the authorized contact. To retitle, Fisher coordinates with the custodian and requires a certified trust agreement or Certificate of Trust, trustee ID, and IRS Form W-9 for the trust. IRAs cannot be retitled to a trust.
Yes, but the beneficiary designation is made through the custodian (Fidelity, Schwab, or whichever firm holds your IRA), not Fisher. Naming a trust as IRA beneficiary may limit stretch distribution options under the SECURE Act, and most non-spouse trust beneficiaries must drain the IRA within 10 years. Consult your estate planning attorney before naming a trust on an IRA, and have your Investment Counselor coordinate the form with the custodian.
Sources
Data sourced from Fisher Investments primary sources (14 pages reviewed). How we research.
Phone1-800-550-1071
Mailing Address
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
New Client Inquiries
401(k) Business Services
Media/Press Inquiries
WebsiteLearn more→
Client Service Team (Estate Planning)
Phone1-800-550-1071
Mailing Address
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
New Client Inquiries
WebsiteLearn more→
Client Service Team
Phone1-800-550-1071
Mailing Address
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Fisher Investments accounts and other assets with trusts, beneficiary designations, and estate planning documents.
