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Home→Financial Institutions→Wells Fargo Advisors→Preparing your estate

How to name beneficiaries and fund a trust at Wells Fargo Advisors

Covers 3 investment, and 2 retirement accounts — beneficiaries can be managed online

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

The key to protecting your Wells Fargo Advisors investment accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation or trust ownership. Without one, the account goes through probate, adding time, cost, and court involvement for your family.

Each of Wells Fargo Advisors's 5 investment accounts has different rules for how it transfers at death. The sections below explain the options for each.

WellsTrade Brokerage AccountIntuitive Investor AccountFull-Service Advisory Account
1
Contact the institution for details.

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • TOD designations pass outside probate; a beneficiary has no rights in the account until all account owners have died

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.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

Get startedApp StoreGoogle Play

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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New Baby or Adoption

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Marriage

Starting a life together means planning for it. Beneficiary updates, asset titling, powers of attorney, and what blended families need to know.

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