Estate planning at Mariner
How to protect 9 Mariner accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Mariner's Estate Planning and Trust Services (Mariner Trust Company, LLC)
Mariner Client Services
Phone1-913-904-5700
Toll-Free1-800-384-1756
Fax1-913-904-5701
Mailing Address
Mariner, 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
WebsiteLearn more→
Estate Planning and Trust Services (Mariner Trust Company, LLC)
Phone1-913-904-5700
Toll-Free1-800-384-1756
Mailing Address
Mariner, 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
WebsiteLearn more→
Handled by the decedent's Mariner advisor, who coordinates with the custodian (Charles Schwab, Fidelity/National Financial Services, or Pershing). Mariner has no separate claims department, and the claim itself is filed with the custodian.
Phone1-913-904-5700
Toll-Free1-800-384-1756
Fax1-913-904-5701
Mailing Address
Mariner, 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
WebsiteNotify online→
Verified Jul 2026
How your Mariner investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 9 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.
Mariner handles beneficiary designations in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Mariner: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 9 account types at Mariner.
View details →When someone dies
Death claim process
Contact Mariner's Estate Planning and Trust Services (Mariner Trust Company, LLC) to file a claim. 5-step process, 9 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Mariner's Estate Planning and Trust Services (Mariner Trust Company, LLC) at 1-800-384-1756.
Frequently asked questions
Almost certainly yes. Mariner has grown largely by acquiring existing advisory firms, and the acquired brands persist for a while in client paperwork. On its 3/27/2026 SEC filing, the advisory entity (CRD 140195, SEC file 801-66632) reports its legal name as Mariner, LLC and lists AdvicePeriod, Kummer Financial Strategies, Mariner Wealth, Mariner Wealth Advisors, Mariner Ultra, and Mariner Institutional among the names it does business under; the firm now markets simply as "Mariner," and mariner.com redirects to marinerwealthadvisors.com. For an executor this has one practical consequence: do not assume the custodian changed when the brand did. A client who came in through an acquired firm may still have accounts at whichever custodian that firm used, and Mariner's brochure notes that billing and operational practices for legacy clients of acquired businesses may temporarily differ while they are integrated. Confirm the custodian on the current statement before you request any form. The main line, 800-384-1756, reaches the firm under any of its names.
Sources
Data sourced from Mariner primary sources (15 pages reviewed). How we research.
Mariner Client Services
Phone1-913-904-5700
Toll-Free1-800-384-1756
Fax1-913-904-5701
Mailing Address
Mariner, 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
WebsiteLearn more→
Estate Planning and Trust Services (Mariner Trust Company, LLC)
Phone1-913-904-5700
Toll-Free1-800-384-1756
Mailing Address
Mariner, 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
WebsiteLearn more→
Handled by the decedent's Mariner advisor, who coordinates with the custodian (Charles Schwab, Fidelity/National Financial Services, or Pershing). Mariner has no separate claims department, and the claim itself is filed with the custodian.
Phone1-913-904-5700
Toll-Free1-800-384-1756
Fax1-913-904-5701
Mailing Address
Mariner, 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Mariner accounts and other assets with trusts, beneficiary designations, and estate planning documents.
