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Home→Financial Institutions→Stash→Preparing your estate

How to name beneficiaries and fund a trust at Stash

Covers 3 investment, 2 retirement, and 1 deposit accounts at Stash

Stash

Subsidiary of Stash Financial, Inc.

stash.com→
Stash logo
Phone1-800-205-5164
Emailsupport@stash.com
Mailing Address

Stash, 500 7th Ave, 18th Floor, New York, NY 10018

WebsiteLearn more→
Phone1-800-205-5164
Emailsupport@stash.com
Mailing Address

Stash, 500 7th Ave, 18th Floor, New York, NY 10018

WebsiteLearn more→

Customer Support (Death Claims)

Phone1-800-205-5164
Toll-Free1-800-205-5164
Emailsupport@stash.com
Verified Apr 2026

There are two ways to keep your Stash investment accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.

Each of Stash's 6 investment accounts has different rules for how it transfers at death. The sections below explain the options for each.

Stash Banking Account

Beneficiary designation is not available for deposit accounts at Stash.

Stash

Subsidiary of Stash Financial, Inc.

stash.com→
Stash logo
Phone1-800-205-5164
Emailsupport@stash.com
Mailing Address

Stash, 500 7th Ave, 18th Floor, New York, NY 10018

WebsiteLearn more→
Phone1-800-205-5164
Emailsupport@stash.com
Mailing Address

Stash, 500 7th Ave, 18th Floor, New York, NY 10018

WebsiteLearn more→

Customer Support (Death Claims)

Phone1-800-205-5164
Toll-Free1-800-205-5164
Emailsupport@stash.com
Verified Apr 2026

Estate planning articles

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

Estate planning articles

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

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Essential guide to collecting business documents after someone passes away.
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Essential steps for gathering property deeds, tax records, and ownership documents after someone passes away.
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Gathering Financial Account Statements After Someone Passes Away

Gathering Financial Account Statements After Someone Passes Away

Learn how to gather financial account statements after someone passes away.
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Collecting and Forwarding Mail After Someone Passes Away

Collecting and Forwarding Mail After Someone Passes Away

Learn who can legally collect mail after someone passes away.
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