How to name beneficiaries and fund a trust at Wealthfront
Covers 7 investment, 1 deposit, and 4 retirement accounts — beneficiaries can be managed online
Wealthfront Corporation, 261 Hamilton Avenue, Palo Alto, CA 94301
Customer Support
Wealthfront Corporation, 261 Hamilton Avenue, Palo Alto, CA 94301
Wealthfront Customer Support (Estate Claims)
Wealthfront Corporation, 261 Hamilton Avenue, Palo Alto, CA 94301
Preparing your Wealthfront 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.
Across 12 product types, Wealthfront investment accounts vary in how they transfer at death. The sections below walk through Transfer on Death (TOD) designations, trust funding options, and which products support each method.
- Log in to Wealthfront on the website or mobile app
- In the mobile app: tap the person icon, then tap "Accounts"
- Select the name of the account you wish to designate beneficiaries for
- Tap or click "Beneficiaries" or "Add Beneficiary"
- Enter primary beneficiary details (name, date of birth, SSN, relationship)
- Optionally add contingent beneficiaries
- For trusts: provide trust name, date, and TIN/EIN
- Allocate percentage shares (must total 100%)
- Review and confirm beneficiary designation
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- TOD not available in Louisiana (state law restriction)
- Trusts can be named as beneficiaries on taxable and retirement accounts
- Primary and contingent beneficiaries allowed
Sources
Data sourced from Wealthfront primary sources (22 pages reviewed). How we research.
Download these Wealthfront instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Wealthfront primary sources. Bring it to the branch or keep it beside the phone.
Wealthfront Corporation, 261 Hamilton Avenue, Palo Alto, CA 94301
Customer Support
Wealthfront Corporation, 261 Hamilton Avenue, Palo Alto, CA 94301
Wealthfront Customer Support (Estate Claims)
Wealthfront Corporation, 261 Hamilton Avenue, Palo Alto, CA 94301
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