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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
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 Jul 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.

SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • stash.com
  • cdn.stash.com
  • ask.stash.com
  • brokercheck.finra.org
  • investors.grab.com

Data sourced from Stash primary sources (14 pages reviewed). How we research.

Download these Stash instructions

Download instructions for the whole estate→

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

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 Jul 2026

Estate planning articles

Learn how to protect your Stash 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.

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Estate planning articles

Learn how to protect your Stash 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.

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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.

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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.

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Retirement

Retirement

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

Learn more