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Home→Financial Institutions→Wells Fargo Advisors

Estate planning at Wells Fargo Advisors

How to protect 5 Wells Fargo Advisors accounts — manage beneficiaries online, fund a trust by mail, and file death claims

OverviewPreparing your estateWhen someone dies

Wells Fargo Advisors

Subsidiary of Wells Fargo & Company

wellsfargoadvisors.com→
W

Wells Fargo Advisors / WellsTrade

Phone1-800-603-1584
WellsTrade Self-Directed
1-800-662-8211
Wells Fargo Private Bank
1-877-646-8560
WebsiteLearn more→

Wells Fargo Advisors / WellsTrade

Phone1-800-603-1584
WellsTrade Self-Directed
1-800-662-8211
Wells Fargo Private Bank
1-877-646-8560
WebsiteLearn more→

Estate Care Center

Phone1-888-790-7980
Mailing Address

Wells Fargo Bank N.A., Estate Care Center, Attention: D1118-02D, PO Box 71208, Charlotte, NC 28201-1245

WebsiteNotify online→
Verified Jun 2026

How your Wells Fargo Advisors investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 5 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 Wells Fargo Advisors, beneficiary designations are managed online, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.

There are two sides to estate planning at Wells Fargo Advisors: 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 by mail, and review 5 account types at Wells Fargo Advisors.

View details →

When someone dies

Death claim process

5-step process, 3 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated June 5, 2026

Sources

  • wellsfargoadvisors.com
  • lifescapes.wellsfargoadvisors.com
  • wellsfargo.com

Data sourced from Wells Fargo Advisors primary sources (5 pages reviewed). How we research.

Wells Fargo Advisors

Subsidiary of Wells Fargo & Company

wellsfargoadvisors.com→
W

Wells Fargo Advisors / WellsTrade

Phone1-800-603-1584
WellsTrade Self-Directed
1-800-662-8211
Wells Fargo Private Bank
1-877-646-8560
WebsiteLearn more→

Wells Fargo Advisors / WellsTrade

Phone1-800-603-1584
WellsTrade Self-Directed
1-800-662-8211
Wells Fargo Private Bank
1-877-646-8560
WebsiteLearn more→

Estate Care Center

Phone1-888-790-7980
Mailing Address

Wells Fargo Bank N.A., Estate Care Center, Attention: D1118-02D, PO Box 71208, Charlotte, NC 28201-1245

WebsiteNotify online→
Verified Jun 2026

Estate planning articles

Learn how to protect your Wells Fargo Advisors accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Wells Fargo Advisors accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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