Estate planning at Fundrise
How to protect 7 Fundrise accounts — manage beneficiaries online, fund a trust online, and file death claims
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Investor Relations / Estate Claims
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Fundrise has 7 investment accounts, each with different rules for what happens when the account holder dies. Of those, 5 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 Fundrise can be managed online and by mail, typically taking 5-10 minutes online; 1-2 weeks by mail for IRA accounts. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Fundrise 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 manage beneficiaries online, fund a trust online, and review 7 account types at Fundrise.
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. Fundrise opens a trust account as a NEW account; existing share lots in an individual or joint account cannot be transferred into a trust account post-opening. The two options are: (1) name the trust as beneficiary on the existing account, or (2) redeem the existing holdings through the quarterly redemption window and reinvest the proceeds through a new trust account. Because the redemption queue can take months, naming the trust as beneficiary is the lower-friction option for most planners.
Sources
Data sourced from Fundrise primary sources (16 pages reviewed). How we research.
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Investor Relations / Estate Claims
11 Dupont Circle NW, 9th Floor, Washington, DC 20036
Estate planning articles
Learn how to protect your Fundrise accounts and other assets with trusts, beneficiary designations, and estate planning documents.
