How to name beneficiaries and fund a trust at Stash
Covers 3 investment, 2 retirement, and 1 deposit accounts at Stash
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
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.
Beneficiary designation is not available for deposit accounts at Stash.
Sources
Data sourced from Stash primary sources (14 pages reviewed). How we research.
Download these Stash instructions
Download instructions for the whole estateA 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, 500 7th Ave, 18th Floor, New York, NY 10018
Stash, 500 7th Ave, 18th Floor, New York, NY 10018
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