How to name beneficiaries and fund a trust at Fisher Investments
Covers 3 investment, and 4 retirement accounts — beneficiaries can be managed online
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
Client Service Team (Estate Planning)
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
Client Service Team
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
Preparing your Fisher Investments investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Fisher Investments vary across 7 investment accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Beneficiary designations are maintained by the third-party custodian, not Fisher Investments directly
- Each custodian has its own forms and processes for beneficiary changes
- Fisher Investment Counselors can coordinate the process on your behalf
- Named beneficiaries on investment accounts override your will
- A trust can be named as IRA beneficiary, but this may affect distribution options under the SECURE Act
Sources
Data sourced from Fisher Investments primary sources (14 pages reviewed). How we research.
Download these Fisher Investments instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Fisher Investments primary sources. Bring it to the branch or keep it beside the phone.
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
Client Service Team (Estate Planning)
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
Client Service Team
Fisher Investments, 6500 International Parkway, Suite 2050, Plano, TX 75093
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