Estate planning at Plynk
How to protect 4 Plynk accounts — manage beneficiaries online, and file death claims
Digital Brokerage Services LLC, 499 Washington Boulevard, Jersey City, NJ 07310
Digital Brokerage Services LLC, 499 Washington Boulevard, Jersey City, NJ 07310
Plynk Service Team (Digital Brokerage Services LLC) -- account transfer / estate
Digital Brokerage Services LLC, 499 Washington Boulevard, Jersey City, NJ 07310
Plynk offers 4 consumer investment accounts that interact with estate planning in distinct ways. Of those, 2 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.
Account holders can update their beneficiary designations at Plynk online and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Plynk 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 manage beneficiaries online, and review 4 account types at Plynk.
View details →When someone dies
Death claim process
5-step process, 7 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Plynk primary sources (14 pages reviewed). How we research.
Digital Brokerage Services LLC, 499 Washington Boulevard, Jersey City, NJ 07310
Digital Brokerage Services LLC, 499 Washington Boulevard, Jersey City, NJ 07310
Plynk Service Team (Digital Brokerage Services LLC) -- account transfer / estate
Digital Brokerage Services LLC, 499 Washington Boulevard, Jersey City, NJ 07310
Estate planning articles
Learn how to protect your Plynk accounts and other assets with trusts, beneficiary designations, and estate planning documents.
