Estate planning at RBC Wealth Management
How to protect 16 RBC Wealth Management accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through RBC Wealth Management's Professional trustee services - trust consultants who refer clients to independent corporate trust partners. RBC does not name the partners publicly and cannot itself serve as trustee.
General Inquiries
Phone1-800-759-4029
Mailing Address
RBC Wealth Management, Attn: Client Support Services, 250 Nicollet Mall, Suite 1800, Minneapolis, MN 55401-1931
Client Support Services (online account access)
Branch Relations (records for closed/purged accounts)
WebsiteLearn more→
Professional trustee services - trust consultants who refer clients to independent corporate trust partners. RBC does not name the partners publicly and cannot itself serve as trustee.
Phone1-800-759-4029
WebsiteLearn more→
The decedent's branch financial advisor is the claims path. General Inquiries routes an executor with no advisor relationship; Branch Relations (833-547-2296) handles accounts closed and purged before the death.
Phone800-759-4029
Toll-Free1-800-759-4029
Mailing Address
RBC Wealth Management, Attn: Client Support Services, 250 Nicollet Mall, Suite 1800, Minneapolis, MN 55401-1931
Branch Relations (records for closed/purged accounts)
WebsiteNotify online→
Verified Jul 2026
RBC Wealth Management offers 16 consumer investment accounts that interact with estate planning in distinct ways. Of those, 16 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.
Managing beneficiaries at RBC Wealth Management is straightforward—changes can be made 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.
There are two sides to estate planning at RBC Wealth Management: 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 16 account types at RBC Wealth Management.
View details →When someone dies
Death claim process
Contact RBC Wealth Management's Professional trustee services - trust consultants who refer clients to independent corporate trust partners. RBC does not name the partners publicly and cannot itself serve as trustee. to file a claim. 7-step process, 8 required documents, and contact information for survivors.
View details →RBC Wealth Management's Professional trustee services - trust consultants who refer clients to independent corporate trust partners. RBC does not name the partners publicly and cannot itself serve as trustee. can answer questions about beneficiaries, trusts, or death claims at 1-800-759-4029.
Frequently asked questions
Yes. Individual and joint brokerage accounts, advisory program accounts, and cash management accounts can be retitled to a revocable living trust. Contact your financial advisor to initiate the process. You will need a certified copy of your trust agreement, government-issued ID for all trustees, and the trust tax identification number. All trustees must sign unless the trust document permits one trustee to sign for all.
No. RBC's own legal disclosure is unambiguous: "Trust services are provided by third parties. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee." RBC will custody and manage the trust's assets, and its trust consultants will help you choose a structure and refer you to what it calls independent corporate trust partners - but it does not name those partners on its public site. Ask your advisor which trust companies it currently refers to BEFORE you write a corporate trustee into your document. If a trust names "RBC" as trustee, no one at RBC Wealth Management-U.S. can accept the appointment.
Start with the branch financial advisor named on the statement, or search https://www.rbcwealthmanagement.com/en-us/find-an-advisor/. If the account was closed and its records have already been purged from RBC's system, the advisor cannot retrieve them: RBC routes those requests to a separate Branch Relations department at 833-547-2296. That is the number for a decedent's old or closed RBC account. For a live account with no known advisor, General Inquiries is 1-800-759-4029, Monday through Friday 8:30 a.m. to 6:00 p.m. ET. RBC is closed for all major holidays, so do not plan an estate deadline around a same-day call near one.
Sources
Data sourced from RBC Wealth Management primary sources (17 pages reviewed). How we research.
General Inquiries
Phone1-800-759-4029
Mailing Address
RBC Wealth Management, Attn: Client Support Services, 250 Nicollet Mall, Suite 1800, Minneapolis, MN 55401-1931
Client Support Services (online account access)
Branch Relations (records for closed/purged accounts)
WebsiteLearn more→
Professional trustee services - trust consultants who refer clients to independent corporate trust partners. RBC does not name the partners publicly and cannot itself serve as trustee.
Phone1-800-759-4029
WebsiteLearn more→
The decedent's branch financial advisor is the claims path. General Inquiries routes an executor with no advisor relationship; Branch Relations (833-547-2296) handles accounts closed and purged before the death.
Phone800-759-4029
Toll-Free1-800-759-4029
Mailing Address
RBC Wealth Management, Attn: Client Support Services, 250 Nicollet Mall, Suite 1800, Minneapolis, MN 55401-1931
Branch Relations (records for closed/purged accounts)
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your RBC Wealth Management accounts and other assets with trusts, beneficiary designations, and estate planning documents.
