How to name beneficiaries and fund a trust at Savant Wealth
Covers 4 investment, and 5 retirement accounts — beneficiaries must be updated in-branch
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
The key to protecting your Savant Wealth investment accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation or trust ownership. Without one, the account goes through probate, adding time, cost, and court involvement for your family.
Savant Wealth has 9 investment accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
Savant Managed PortfolioIndividual Investment AccountSavant Trust AccountFamily Office Services
1
Schedule a meeting with your Savant advisor:
- Visit your local Savant office
- Bring government-issued photo ID
2
Complete the beneficiary designation:
- Advisor provides the appropriate beneficiary form for each account type
- Complete primary and contingent beneficiary information
- For qualified plans (401(k), 403(b)): spousal consent required if naming non-spouse beneficiary
3
Sign the form; advisor submits to the custodian for processing
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- All beneficiary changes are processed through your Savant wealth advisor
- Spousal consent required for non-spouse beneficiary designations on qualified retirement plans
- Savant recommends reviewing beneficiary designations annually and after major life events (marriage, divorce, birth, death)
- Beneficiary designations are processed through the account custodian (e.g., Schwab, Fidelity)
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.
