Estate planning at Oppenheimer
How to protect 18 Oppenheimer accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Oppenheimer's Oppenheimer Trust Company of Delaware
Phone1-800-221-5588
Toll-Free1-800-221-5588
Email[email protected]
Mailing Address
Oppenheimer & Co. Inc., 85 Broad Street, New York, NY 10004
Client Help Line (account access)
New York Headquarters
Oppenheimer Trust Company of Delaware
Oppenheimer Trust Company of Delaware
Phone(302) 529-2201
Email[email protected]
Mailing Address
Oppenheimer Trust Company of Delaware, 3411 Silverside Road, Tatnall Building, Suite 105, Wilmington, DE 19810
Client Help Line
New York Headquarters
WebsiteLearn more→
Death Claims / Estate Settlement
Phone1-800-221-5588
Mailing Address
Oppenheimer & Co. Inc., 85 Broad Street, New York, NY 10004
WebsiteNotify online→
Verified Apr 2026
Oppenheimer has 18 investment accounts, each with different rules for what happens when the account holder dies. Of those, 15 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.
Beneficiary designations at Oppenheimer can be managed in branch, by mail, and by phone, typically taking 5-10 business days for processing after forms received. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Oppenheimer 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 update beneficiaries in-branch, fund a trust in-branch, and review 18 account types at Oppenheimer.
View details →When someone dies
Death claim process
Contact Oppenheimer's Oppenheimer Trust Company of Delaware to file a claim. 6-step process, 8 required documents, and contact information for survivors.
View details →Reach Oppenheimer's Oppenheimer Trust Company of Delaware at (302) 529-2201 for help with any of these procedures. Email inquiries can be sent to [email protected].
Because Oppenheimer serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Oppenheimer Trust Company of Delaware Inc., based in Wilmington, DE, provides fiduciary trust services including trustee services, custody services, insurance trusts, endowments, foundations, and charitable trusts. Services are available to individuals and families, not-for-profit organizations, and businesses. The trust company can serve as trustee or co-trustee. Delaware jurisdiction provides tax advantages. Contact (302) 529-2201 for information.
Oppenheimer offers several advisory programs: the Oppenheimer Investment Advisers (OIA) Account for discretionary fixed income management, the Unified Managed Account (UMA) for multi-strategy portfolios, the Preference Advisory Account for fee-based advisory, the Strategic Asset Review (STAR) dual contract separately managed account program, and Portfolio Advisory Services (PAS) Flex for flexible access to multiple investment managers. Advisory accounts provide access to affiliated and third-party money managers. Wrap fee programs include transaction costs and custody.
Yes. Oppenheimer offers self-directed Health Savings Accounts (HSAs) for individuals or sole proprietors enrolled in a high-deductible health plan. HSAs provide triple tax advantages: tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. You can designate a beneficiary on the HSA. If a spouse is named beneficiary, the HSA transfers and remains an HSA. Contact your Financial Professional for details.
Sources
Data sourced from Oppenheimer primary sources (14 pages reviewed). How we research.
Phone1-800-221-5588
Toll-Free1-800-221-5588
Email[email protected]
Mailing Address
Oppenheimer & Co. Inc., 85 Broad Street, New York, NY 10004
Client Help Line (account access)
New York Headquarters
Oppenheimer Trust Company of Delaware
Oppenheimer Trust Company of Delaware
Phone(302) 529-2201
Email[email protected]
Mailing Address
Oppenheimer Trust Company of Delaware, 3411 Silverside Road, Tatnall Building, Suite 105, Wilmington, DE 19810
Client Help Line
New York Headquarters
WebsiteLearn more→
Death Claims / Estate Settlement
Phone1-800-221-5588
Mailing Address
Oppenheimer & Co. Inc., 85 Broad Street, New York, NY 10004
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Oppenheimer accounts and other assets with trusts, beneficiary designations, and estate planning documents.
