Estate planning and settlement at UBS
Report a death
UBS has 13 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.
Beneficiary management at UBS is handled through direct contact.
There are two sides to estate planning at UBS: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to review 13 account types at UBS.
Preparing your estate →Death claim process
The page lists the steps and the documents to send.
When someone dies →Frequently asked questions
Possibly, if you live in a community property state. UBS's Agreements and Disclosures state that if you reside in a community property state and your spouse is not designated as your primary beneficiary for at least 50% of your IRA assets, your spouse's consent to your beneficiary designation may be necessary for that designation to be effective.
UBS's US estate planning page states that trust services are provided by third-party banks and trust companies, that program trustees are independent of UBS, and that trust investments are not obligations of UBS AG or its affiliates. On Credit Suisse, UBS completed the merger of UBS AG and Credit Suisse AG in May 2024, and in March 2026 announced that it had completed the migration of all former Credit Suisse clients to UBS infrastructure globally.
Sources
Data sourced from UBS primary sources (16 pages reviewed). How we research.
UBS customer support
Phone
Online support
Banking Support
Client Relations, for escalating concerns
UBS Workplace Wealth Solutions (domestic)
UBS One Source / Workplace Wealth Solutions (international)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your UBS 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.
How Do I Sign Estate Documents?
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.
