How to name beneficiaries and fund a trust at Steward Partners
Covers 6 investment, 4 retirement, and 2 insurance accounts — beneficiaries must be updated in-branch
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
Preparing your Steward Partners investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Steward Partners vary across 12 investment accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Individual Brokerage AccountJoint Account with Rights of SurvivorshipDiscretionary Advisory AccountNon-Discretionary Advisory AccountSeparately Managed Account (SMA)Model Portfolio Program
1
Contact the institution for details.
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- All beneficiary changes are processed through your Steward Partners financial advisor
- Raymond James serves as custodian and processes all beneficiary designations
- TOD designations are not available in Louisiana and Texas for brokerage accounts
- In community property states, spousal consent may be required when spouse is not the sole primary beneficiary
- Review beneficiary designations annually and after major life events such as marriage, divorce, or the birth of a child
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.
Download these Steward Partners instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Steward Partners primary sources. Bring it to the branch or keep it beside the phone.
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.
