Estate planning at Steward Partners
How to protect 12 Steward Partners accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Steward Partners's Estate and Trust Services (via your Steward Partners Financial Advisor)
Steward Partners Client Services
Phone1-866-694-7769
Mailing Address
400 Atlantic Street, 10th Floor, Stamford, CT 06901
WebsiteLearn more→
Estate and Trust Services (via your Steward Partners Financial Advisor)
Phone1-866-694-7769
WebsiteLearn more→
Death Claims (via your Steward Partners Financial Advisor)
Phone1-866-694-7769
Mailing Address
400 Atlantic Street, 10th Floor, Stamford, CT 06901
Verified Jul 2026
How your Steward Partners investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 12 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Account holders can update their beneficiary designations at Steward Partners in branch and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Steward Partners provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 12 account types at Steward Partners.
View details →When someone dies
Death claim process
Contact Steward Partners's Estate and Trust Services (via your Steward Partners Financial Advisor) to file a claim. 4-step process, 7 required documents, and contact information for survivors.
View details →Reach Steward Partners's Estate and Trust Services (via your Steward Partners Financial Advisor) at 1-866-694-7769 for help with any of these procedures.
Frequently asked questions
Yes. As a registered investment advisor (RIA) with the SEC, Steward Partners Investment Advisory, LLC acts as a fiduciary to its advisory clients. This means the firm has a fundamental obligation to act in clients' best interests and to provide investment advice that prioritizes client objectives. The firm is also employee-owned, meaning advisors hold equity in the partnership, further aligning their interests with clients.
Steward Partners offers discretionary advisory accounts (where the advisor manages the portfolio), non-discretionary advisory accounts (where the advisor recommends but the client decides), separately managed accounts (SMAs) with third-party investment managers, and model portfolio programs. All advisory accounts are fee-based, with fees calculated as a percentage of assets under management, paid quarterly in advance.
Yes. Through its affiliated broker-dealer, Steward Partners Investment Solutions, LLC, the firm offers life insurance (term, whole life, universal life) and annuity products (fixed, variable, fixed index) from third-party insurance carriers. A trust can be named as beneficiary on these products. Permanent life insurance policies can be assigned to an irrevocable life insurance trust (ILIT) for estate planning purposes.
Sources
- prnewswire.com
- stewardpartners.com
- adviserinfo.sec.gov
- brokercheck.finra.org
- reports.adviserinfo.sec.gov
Data sourced from Steward Partners primary sources (11 pages reviewed). How we research.
Steward Partners Client Services
Phone1-866-694-7769
Mailing Address
400 Atlantic Street, 10th Floor, Stamford, CT 06901
WebsiteLearn more→
Estate and Trust Services (via your Steward Partners Financial Advisor)
Phone1-866-694-7769
WebsiteLearn more→
Death Claims (via your Steward Partners Financial Advisor)
Phone1-866-694-7769
Mailing Address
400 Atlantic Street, 10th Floor, Stamford, CT 06901
Verified Jul 2026
Estate planning articles
Learn how to protect your Steward Partners accounts and other assets with trusts, beneficiary designations, and estate planning documents.
