Estate planning at Franklin Templeton
How to protect 9 Franklin Templeton accounts — manage beneficiaries by phone, fund a trust by mail, and file claims through Franklin Templeton's Shareholder Services -- Decedent Account Support
Franklin Templeton Investor Services
Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030
Shareholder Services -- Decedent Account Support
Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030
Shareholder Services -- Decedent Account Support
Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030
Franklin Templeton has 9 investment accounts, each with different rules for what happens when the account holder dies. Of those, 8 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary designations at Franklin Templeton can be managed by mail and by phone, typically taking 15-30 minutes to complete forms; processing varies. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Franklin Templeton 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 by phone, fund a trust by mail, and review 9 account types at Franklin Templeton.
View details →When someone dies
Death claim process
Contact Franklin Templeton's Shareholder Services -- Decedent Account Support to file a claim. 7-step process, 12 required documents, and contact information for survivors.
View details →Franklin Templeton's Shareholder Services -- Decedent Account Support can answer questions about beneficiaries, trusts, or death claims at (800) 632-2301.
Sources
Data sourced from Franklin Templeton primary sources (23 pages reviewed). How we research.
Franklin Templeton Investor Services
Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030
Shareholder Services -- Decedent Account Support
Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030
Shareholder Services -- Decedent Account Support
Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030
Estate planning articles
Learn how to protect your Franklin Templeton accounts and other assets with trusts, beneficiary designations, and estate planning documents.
