Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Savant Wealth→Preparing your estate

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

Brokerage · Regional

savantwealth.com→
Savant Wealth logo

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→

Savant Private Trust / Wealth Advisory and Estate Planning

Phone1-866-489-0500
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 Jul 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)
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • savantwealth.com
  • www2.savantwealth.com
  • adviserinfo.sec.gov
  • businesswire.com

Data sourced from Savant Wealth primary sources (11 pages reviewed). How we research.

Download these Savant Wealth instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Savant Wealth primary sources. Bring it to the branch or keep it beside the phone.

Savant Wealth

Brokerage · Regional

savantwealth.com→
Savant Wealth logo

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→

Savant Private Trust / Wealth Advisory and Estate Planning

Phone1-866-489-0500
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 Jul 2026

Estate planning articles

Learn how to protect your Savant Wealth accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

Get startedApp StoreGoogle Play
SimplyTrust app shown on a phone

Estate planning articles

Learn how to protect your Savant Wealth accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more
Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

Learn more
New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

Learn more
Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more