Estate planning at J.P. Morgan
How to protect 8 J.P. Morgan accounts — manage beneficiaries online, fund a trust in-branch, and file claims through J.P. Morgan's J.P. Morgan Securities Estate Settlements
J.P. Morgan Wealth Management
J.P. Morgan Securities Estate Settlements
J.P. Morgan Securities Estate Settlements
J.P. Morgan Securities LLC, Attn: Account Processing, Mail Code: IL1-0291, 10 South Dearborn St., Chicago, IL 60603-5506
How your J.P. Morgan investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 7 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
J.P. Morgan lets account holders update beneficiary designations online, in branch, and by mail, typically taking 10-15 minutes online; longer on paper because of the notary requirement. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
There are two sides to estate planning at J.P. Morgan: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 8 account types at J.P. Morgan.
View details →When someone dies
Death claim process
Contact J.P. Morgan's J.P. Morgan Securities Estate Settlements to file a claim. 7-step process, 11 required documents, and contact information for survivors.
View details →J.P. Morgan's J.P. Morgan Securities Estate Settlements can answer questions about beneficiaries, trusts, or death claims at 1-800-648-4782.
Sources
Data sourced from J.P. Morgan primary sources (16 pages reviewed). How we research.
J.P. Morgan Wealth Management
J.P. Morgan Securities Estate Settlements
J.P. Morgan Securities Estate Settlements
J.P. Morgan Securities LLC, Attn: Account Processing, Mail Code: IL1-0291, 10 South Dearborn St., Chicago, IL 60603-5506
Estate planning articles
Learn how to protect your J.P. Morgan accounts and other assets with trusts, beneficiary designations, and estate planning documents.
