Estate planning at Titan
How to protect 7 Titan accounts — manage beneficiaries online, fund a trust online, and file death claims
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team (beneficiary and estate requests) -- written channels only: in-app chat at https://app.titan.com/ or support@titan.com
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan has 7 investment accounts, each with different rules for what happens when the account holder dies. Of those, 6 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Titan lets account holders update beneficiary designations online, typically taking minutes in the web portal for a single 100% beneficiary; longer if the Wealth Team has to process a split, contingent, trust, or spousal consent. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
There are two sides to estate planning at Titan: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 7 account types at Titan.
View details →When someone dies
Death claim process
3-step process, 6 required documents, and contact information for survivors.
View details →Frequently asked questions
No. Titan's help center is explicit that trust accounts are not currently supported: "You can, however, designate a trust as the beneficiary of your Titan account." So there is no way to move a Titan Individual Investing, Joint, Direct Indexing, or IRA account into the name of your trust. If a trust-owned brokerage account is a requirement for your plan, that account has to live at a custodian that opens trust registrations. At Titan the only trust path is naming the trust as beneficiary, which has to be done through the Wealth Team (chat or support@titan.com) rather than in the web portal, using the trust's legal name, all trustee names, the date it was established, and its taxpayer ID.
Not necessarily, and this matters for an executor. Titan states that its web portal only supports a single primary beneficiary receiving 100% of the account, and that if you previously split an allocation or added a contingent beneficiary, "this information is not yet visible on the Titan website" -- those changes were made directly with Titan's team, which sent an email confirmation at the time. The same is true of a Trusted Contact. Before you conclude that a Titan account has no beneficiary and needs to go through probate, ask the Wealth Team in writing what designations are actually on file.
Sources
Data sourced from Titan primary sources (13 pages reviewed). How we research.
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team (beneficiary and estate requests) -- written channels only: in-app chat at https://app.titan.com/ or support@titan.com
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Estate planning articles
Learn how to protect your Titan accounts and other assets with trusts, beneficiary designations, and estate planning documents.
