Estate planning at Invesco
How to protect 12 Invesco accounts — manage beneficiaries online, fund a trust by mail, and file claims through Invesco's Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library)
Invesco Client Services
Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)
Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library)
Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078
Invesco Client Services
Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)
Invesco offers 12 consumer investment accounts that interact with estate planning in distinct ways. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Invesco lets account holders update beneficiary designations online, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Invesco 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 by mail, and review 12 account types at Invesco.
View details →When someone dies
Death claim process
Contact Invesco's Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library) to file a claim. 7-step process, 13 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Invesco's Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library) at 800-959-4246.
Sources
Data sourced from Invesco primary sources (15 pages reviewed). How we research.
Invesco Client Services
Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)
Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library)
Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078
Invesco Client Services
Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)
Estate planning articles
Learn how to protect your Invesco accounts and other assets with trusts, beneficiary designations, and estate planning documents.
