What to do when a Savant Wealth account holder dies
Report the death to Savant Wealth at 1-866-489-0500
What happens to Savant Wealth investment accounts after the account holder dies depends on how each account was titled. Beneficiary-designated and trust-owned accounts transfer directly. Accounts in the deceased's name alone go through the estate, and the executor or administrator works with Savant Wealth's Savant Private Trust (1-866-489-0500) to claim the funds.
Before contacting Savant Wealth, have the account holder's full name, date of birth, and any available account numbers ready.
Death claim process
The death claim process at Savant Wealth works as follows:
Filing a claim
What happens to each kind of account1
- Investment account
The accounts are held at the custodian (Schwab, Fidelity or Raymond James), which processes the transfer to beneficiaries, the estate or a trust. The account custodian sets its own document requirements.1
Help Savant Wealth offers survivors3
- Estate and Trust Administration
This typically includes identifying the deceased client's assets, determining how each asset is titled, retrieving real estate records, a balance sheet, an individualized estate and trust administration checklist, and obtaining tax identification numbers for irrevocable trusts.1
Who qualifies: Wealth management clients.
- Additional estate and trust administration services
Concierge coordination of estate and trust administration with outside legal advisors, tax advisors and financial service providers, registration of the deceased client's will, review and interpretation of trust instruments, and preparation of fiduciary accountings for beneficiaries.1
Who qualifies: Wealth management clients; billed hourly.
- Savant Private Trust Estate and Trust Settlement Services
Covers filing the will with the probate clerk, collecting and distributing estate or trust property, running decedent trust and estate expense accounts, preparing final income tax returns, trust and estate tax returns and accounting reports, and income tax planning for account elections and distributions.2
Not in Savant Wealth's published guidance2
- A claim form
- A list of required documents
Sources2
Savant Wealth's Savant Private Trust can be reached by phone at 1-866-489-0500 for questions throughout the claims process.
Sources
Data sourced from Savant Wealth primary sources (15 pages reviewed). How we research.
Savant Wealth death claims support
Savant Wealth Management
Phone
Toll-free
Rockford, IL headquarters office
Mailing address
Website
Death notifications go through general customer service.
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Learn how to protect your Savant Wealth accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Forms for Settling an Estate
Free forms for settling an estate: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
Affidavit of Heirship
Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.
Small Estate Affidavit
Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.
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