Estate planning options at Savant Wealth
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 5 investment accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.
No beneficiary form at Savant Wealth
What Savant Wealth says about beneficiaries and trusts
Each section is Savant Wealth's own statement, with the document it comes from numbered under Sources.
Which accounts a trust can hold1
- Investment account
Savant provides discretionary investment management to "individuals and their trusts and estates".1
Accounts handled elsewhere4
- Raymond James
Holds accounts Savant manages as qualified custodian2
- Savant Private Trust (National Advisors Trust Company)
Administers, distributes and holds the assets of trusts where Savant Private Trust serves as trustee2, 3
Not in Savant Wealth's published guidance5
- What the owner provides to name a beneficiary
- A beneficiary designation form
- A beneficiary designation procedure
- A procedure for holding an account in a trust
- Which trust documents it accepts
Sources3
- 1.Form CRS
- 2.Form ADV Part 2A brochure, July 30, 2026
- 3.Trust Services
Sources
Data sourced from Savant Wealth primary sources (6 pages reviewed). How we research.
Download these Savant Wealth instructions
Download instructions for the whole estateA 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 estate support
Savant Private Trust
Phone
Website
Estate planning articles
Learn how to protect your Savant Wealth accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Is this your situation?
Get a complete guide for your specific circumstances.
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.
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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
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 changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreForms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
Do I Need a Revocable Trust?
Find out if a revocable trust makes sense based on your state, estate value, and family situation.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
What Does Estate Planning Actually Cost?
Compare costs across estate planning providers including online services and attorneys.
How Much Life Insurance Do I Need?
Calculate your life insurance needs based on income, debts, and family situation.
