Estate planning at Wells Fargo Advisors
How to protect 5 Wells Fargo Advisors accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims
Wells Fargo Advisors / WellsTrade
Wells Fargo Advisors, Attention: MAC N9160-01P, PO Box 77046, Minneapolis, MN 55480-9902
Wells Fargo Advisors / WellsTrade
Wells Fargo Advisors, Attention: MAC N9160-01P, PO Box 77046, Minneapolis, MN 55480-9902
Estate Care Center
Wells Fargo Bank N.A., Estate Care Center, Attention: D1118-02D, PO Box 71208, Charlotte, NC 28201-1245
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 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 update beneficiaries by phone, 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, 5 required documents, and contact information for survivors.
View details →
Sources
Data sourced from Wells Fargo Advisors primary sources (11 pages reviewed). How we research.
Wells Fargo Advisors / WellsTrade
Wells Fargo Advisors, Attention: MAC N9160-01P, PO Box 77046, Minneapolis, MN 55480-9902
Wells Fargo Advisors / WellsTrade
Wells Fargo Advisors, Attention: MAC N9160-01P, PO Box 77046, Minneapolis, MN 55480-9902
Estate Care Center
Wells Fargo Bank N.A., Estate Care Center, Attention: D1118-02D, PO Box 71208, Charlotte, NC 28201-1245
Estate planning articles
Learn how to protect your Wells Fargo Advisors accounts and other assets with trusts, beneficiary designations, and estate planning documents.
