Estate planning at Janney
How to protect 13 Janney accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Janney's Estate Planning and Trust Services (via Financial Advisor)
Janney Montgomery Scott — Corporate Headquarters
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103
Estate Planning and Trust Services (via Financial Advisor)
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103
Handled by the decedent's Financial Advisor or local branch office; TOD re-registrations are accepted only at the Philadelphia main office
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103
Janney has 13 investment accounts, each with different rules for what happens when the account holder dies. Of those, 13 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.
Janney lets account holders update beneficiary designations in branch and by mail, typically taking 15-30 minutes with advisor. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Janney provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Janney.
View details →When someone dies
Death claim process
Contact Janney's Estate Planning and Trust Services (via Financial Advisor) to file a claim. 8-step process, 8 required documents, and contact information for survivors.
View details →Reach Janney's Estate Planning and Trust Services (via Financial Advisor) at 1-800-526-6397 for help with any of these procedures.
Frequently asked questions
Both, depending on the account. For personal trusts, Janney's estate planning page says it can recommend appropriate trusts, work with your attorney to create or change a trust, provide custody and a fiduciary investment platform, apply investment strategies, administer distributions, and provide record keeping "through our trust company partners" — so trust administration itself runs through partner trust companies, while Janney holds and manages the assets. For retirement accounts, Janney's IRA disclosure statement names Janney Trust Co (1717 Arch Street, Philadelphia, PA 19103) as the custodian. That custodial agreement carries an estate trap worth knowing: if no beneficiary designation is on file, none of the named beneficiaries survive, or the custodian cannot locate them after a reasonable search, the IRA balance is payable to the depositor's estate — pulling a probate-free asset into probate.
Sources
Data sourced from Janney primary sources (19 pages reviewed). How we research.
Janney Montgomery Scott — Corporate Headquarters
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103
Estate Planning and Trust Services (via Financial Advisor)
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103
Handled by the decedent's Financial Advisor or local branch office; TOD re-registrations are accepted only at the Philadelphia main office
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA 19103
Estate planning articles
Learn how to protect your Janney accounts and other assets with trusts, beneficiary designations, and estate planning documents.
