Estate planning and settlement at Titan
Name beneficiaries online and report a death
Titan has 7 investment accounts, each with different rules for what happens when the account holder dies. Of those, 4 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.
Beneficiary designations at Titan can be managed online. Trust funding options vary by account type—check with Titan for specifics.
There are two sides to estate planning at Titan: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 7 account types at Titan.
Preparing your estate →Death claim process
Report the death to Titan's Client Services Team and Wealth Advisory Team. The page lists the steps and the documents to send.
When someone dies →Frequently asked questions
No. Titan's help center states that trust accounts are not currently supported: "You can, however, designate a trust as the beneficiary of your Titan account." A Titan Individual Investing, Joint, Direct Indexing, or IRA account cannot be moved into the name of a trust. Beneficiaries are managed under Settings > Beneficiaries in the Titan app or website.
Not necessarily. Titan states that if a beneficiary allocation was split or a contingent beneficiary was added, "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. Trusted Contacts are also not shown on the website. Titan's team confirms the designations on file on request, through the in-app chat or support@titan.com.
Sources
Data sourced from Titan primary sources (22 pages reviewed). How we research.
Titan customer support
Client Services Team and Wealth Advisory Team (in-app chat and email)
Up-to-date information or a copy of the Form CRS
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Titan accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
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Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
