Estate planning at Stash
How to protect 6 Stash accounts — fund a trust by mail, and file death claims
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
Stash offers 6 consumer investment accounts that interact with estate planning in distinct ways. Of those, 4 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
At Stash, beneficiary designations are managed by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Stash has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to fund a trust by mail, and review 6 account types at Stash.
View details →When someone dies
Death claim process
3-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Yes. Adding a beneficiary to your Stash Invest account does not add one to your Retire account. IRA accounts require a separate IRA Beneficiary Designation Form, which is different from the Invest TOD form. Both forms are available on the Stash support site.
No. The TOD beneficiary designation on your Invest account and the beneficiary designation on your Retire account cannot be revoked or changed by a will, codicil, or trust document. The designation on file with Apex Clearing takes precedence over any estate planning document.
Sources
Data sourced from Stash primary sources (14 pages reviewed). How we research.
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
Estate planning articles
Learn how to protect your Stash accounts and other assets with trusts, beneficiary designations, and estate planning documents.
