Estate planning and settlement at Baird
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-792-2473
Baird offers 17 consumer investment accounts that interact with estate planning in distinct ways. Of those, 14 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.
Baird lets account holders update beneficiary designations in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Baird provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at Baird.
Preparing your estate →Death claim process
Report the death to Baird's Estate Settlement at 1-800-792-2473. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Baird Trust Company at 1-888-878-7845. Email inquiries can be sent to BairdTrust-Info@rwbaird.com.
Sources
Data sourced from Baird primary sources (17 pages reviewed). How we research.
Baird customer support
Baird Corporate Headquarters
Phone
Baird Online Support
Cash Management Information Line
Retail Investor Information / document requests
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Baird accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
