Estate planning at Stifel
How to protect 15 Stifel accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Stifel's Stifel Trust Company, N.A.
Stifel Support (Monday-Friday, 6:00 AM-6:00 PM CT)
Phone1-314-342-2255
Toll-Free1-800-679-5446
Mailing Address
Stifel Financial, One Financial Plaza, 501 North Broadway, St. Louis, MO 63102
WebsiteLearn more→
Stifel Trust Company, N.A.
Phone1-314-342-4450
Toll-Free1-866-303-8003
Mailing Address
Stifel Trust Company, N.A., One Financial Plaza, 501 North Broadway, St. Louis, MO 63102
WebsiteLearn more→
Death Claims (via Stifel Support, Monday-Friday, 6:00 AM-6:00 PM CT)
Phone1-314-342-2255
Toll-Free1-800-679-5446
Mailing Address
Stifel, Nicolaus & Company, Incorporated, One Financial Plaza, 501 North Broadway, St. Louis, MO 63102
Verified Jul 2026
How your Stifel investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 15 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.
At Stifel, beneficiary designations are managed in branch and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Stifel 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 15 account types at Stifel.
View details →When someone dies
Death claim process
Contact Stifel's Stifel Trust Company, N.A. to file a claim. 4-step process, 7 required documents, and contact information for survivors.
View details →Reach Stifel's Stifel Trust Company, N.A. at 1-866-303-8003 for help with any of these procedures.
Frequently asked questions
Yes. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. provide trust administration, estate settlement, and fiduciary services. Each trust account has a dedicated Trust Officer for day-to-day administration and an Investment Officer working with your financial advisor on the investment strategy. Services include living trusts, testamentary trusts, supplemental needs trusts, charitable trusts, dynasty trusts, directed trusts, and quiet trusts.
Yes. Stifel Trust Company can serve as executor, trustee, or co-trustee. They handle administrative functions including income collection, bill paying, recordkeeping, tax return preparation, investment management, and distributions to beneficiaries per the terms of the governing documents.
Stifel offers several managed account programs: the Fundamentals Program (mutual fund and ETF wrap accounts), the Horizon Program (non-discretionary advisory), the Solutions Program (discretionary management by your Financial Advisor), the Opportunity Program (separately managed accounts with professional investment managers), the Custom Advisory Portfolio (CAP) Program (multi-product single account), and the Summit Program (institutional asset consulting). All can be held in trust or have TOD beneficiary designations.
Stifel Trust Company Delaware, N.A. is a federally chartered national bank that provides trust services utilizing Delaware's favorable trust laws. Delaware allows dynasty trusts (multi-generational wealth transfer), directed trusts (separating investment management from trust administration for concentrated positions or family business interests), and quiet trusts (with limited mandatory disclosure to beneficiaries). These structures can be useful when a standard revocable living trust does not meet the client's long-term estate planning goals.
Sources
Data sourced from Stifel primary sources (20 pages reviewed). How we research.
Stifel Support (Monday-Friday, 6:00 AM-6:00 PM CT)
Phone1-314-342-2255
Toll-Free1-800-679-5446
Mailing Address
Stifel Financial, One Financial Plaza, 501 North Broadway, St. Louis, MO 63102
WebsiteLearn more→
Stifel Trust Company, N.A.
Phone1-314-342-4450
Toll-Free1-866-303-8003
Mailing Address
Stifel Trust Company, N.A., One Financial Plaza, 501 North Broadway, St. Louis, MO 63102
WebsiteLearn more→
Death Claims (via Stifel Support, Monday-Friday, 6:00 AM-6:00 PM CT)
Phone1-314-342-2255
Toll-Free1-800-679-5446
Mailing Address
Stifel, Nicolaus & Company, Incorporated, One Financial Plaza, 501 North Broadway, St. Louis, MO 63102
Verified Jul 2026
Estate planning articles
Learn how to protect your Stifel accounts and other assets with trusts, beneficiary designations, and estate planning documents.
