What to do when a Baird account holder dies

Expected timelines at Baird: Timeline varies depending on account type and required documentation; Baird works through your Financial Advisor to process claims. Most transfers completed within several weeks after all documentation is received. Delays are almost always caused by incomplete paperwork—gathering all required documents before filing the initial claim helps avoid back-and-forth.

Baird requires several documents to process a claim, including Certified copy of the death certificate, Government-issued ID for claimant, and Letters Testamentary or Letters of Administration (if probate required), and additional documentation depending on the account type. Certified copies are typically needed—photocopies are generally not accepted for death certificates or court documents.

Baird's Estate Settlement (via Financial Advisor) can be reached by phone at 1-800-792-2473 and email at info@rwbaird.com for questions throughout the claims process.

Multiple Baird investment accounts may mean multiple claims. Some account types can be processed together, but others require their own documentation. Check with the Baird Trust Company to confirm what applies.