Estate planning and settlement at Invesco
Name beneficiaries by phone, fund a trust by phone, and report a death at 1-800-959-4246
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 by phone and by mail, 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.
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 12 account types at Invesco.
Preparing your estate →Death claim process
Report the death to Invesco Client Services at 1-800-959-4246. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Invesco Client Services at 1-800-959-4246.
Sources
Data sourced from Invesco primary sources (16 pages reviewed). How we research.
Invesco customer support
Invesco Client Services
Phone
Outside the United States
Invesco investor line
Closed-end funds
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Invesco accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
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Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
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Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
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How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
