What to do when a Savant Wealth account holder dies
Contact Savant Wealth's Savant Private Trust / Wealth Advisory and Estate Planning — 4-step process, 6 required documents, and tod and beneficiary claims typically process within 1-4 weeks through the custodian. probate estates may take several months depending on court timelines and estate complexity.
Savant Wealth Management
Phone1-815-227-0300
Toll-Free1-866-489-0500
Mailing Address
Savant Wealth Management, 190 Buckley Drive, Rockford, IL 61107
WebsiteLearn more→
Death Claims (via Wealth Advisory Team)
Phone1-815-227-0300
Toll-Free1-866-489-0500
Mailing Address
Savant Wealth Management, 190 Buckley Drive, Rockford, IL 61107
WebsiteNotify online→
Verified May 2026
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 / Wealth Advisory and Estate Planning (1-815-227-0300) to claim the funds.
To start, call Savant Wealth at 1-815-227-0300. Have the account holder's full name, account numbers, and a certified death certificate ready before you call.
Death claim process
The death claim process at Savant Wealth works as follows:
Filing a claim
1
Notify Savant Wealth Management of the death:
- Contact the decedent's Savant wealth advisor directly
- If the advisor is unknown, call Savant at 866-489-0500
- Provide the decedent's name, date of death, and account information if available
2
Gather required documents:
- Obtain certified death certificates (multiple copies recommended)
- Locate the will, trust documents, and any beneficiary designation records
- Obtain Letters Testamentary or Letters of Administration if probate is required
3
Work with Savant to process the claim:
- Savant advisor coordinates the claim process with the account custodian
- For TOD/beneficiary accounts: beneficiary provides death certificate and government-issued ID to claim assets directly (bypasses probate)
- For trust-owned accounts: successor trustee provides death certificate, trust documents, and ID
- For probate accounts: executor/administrator provides Letters Testamentary and court documents
4
Assets distributed per beneficiary designations, trust terms, or probate order
Required Documents
- Certified death certificate (multiple copies)
- Government-issued photo ID for executor, trustee, or beneficiary
- Letters Testamentary or Letters of Administration (if probate is required)
- Copy of the will or trust document (if applicable)
- Trust tax identification number (if assets transfer to a trust)
- Custodian-specific claim forms (provided by Savant advisor)
Savant advisors coordinate the entire death claim process with the account custodian on behalf of the family. For clients with comprehensive financial plans, Savant can assist surviving family members with updating their own financial plans and beneficiary designations. The firm's tax advisory team can also assist with estate tax filings and final income tax returns.
Processing timelines at Savant Wealth: TOD and beneficiary claims typically process within 1-4 weeks through the custodian. Probate estates may take several months depending on court timelines and estate complexity. Incomplete documentation is the most common cause of delays—submitting all required documents with the initial claim helps avoid additional processing time.
Savant Wealth requires several documents to process a claim, including Certified death certificate (multiple copies), Government-issued photo ID for executor, trustee, or beneficiary, and Letters Testamentary or Letters of Administration (if probate is 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.
Frequently asked questions
Your Savant advisor coordinates the entire death claim process with the account custodian. Beneficiaries should contact the decedent's advisor (or call 866-489-0500) and provide a certified death certificate. TOD/beneficiary-designated accounts pass directly to named beneficiaries and bypass probate, typically processing within 1-4 weeks. Trust-owned accounts pass to the successor trustee per the trust terms. Accounts without a beneficiary or trust title go through probate and require Letters Testamentary. Savant's tax team can also assist with final income tax returns and any estate tax filings.
Savant Wealth's Death Claims (via Wealth Advisory Team) can be reached by phone at 1-866-489-0500 for questions throughout the claims process.
When the deceased had multiple Savant Wealth investment accounts, some may need separate claims while others can be handled together. The Savant Private Trust / Wealth Advisory and Estate Planning can clarify what's needed for each account type.
Savant Wealth Management
Phone1-815-227-0300
Toll-Free1-866-489-0500
Mailing Address
Savant Wealth Management, 190 Buckley Drive, Rockford, IL 61107
WebsiteLearn more→
Death Claims (via Wealth Advisory Team)
Phone1-815-227-0300
Toll-Free1-866-489-0500
Mailing Address
Savant Wealth Management, 190 Buckley Drive, Rockford, IL 61107
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Savant Wealth accounts and other assets with trusts, beneficiary designations, and estate planning documents.
