Manage and distribute estate assets
Availability
For executors or court-appointed administrators of estates
Benefits and features
Full brokerage account options make it easy to facilitate the distribution of an estate’s financial assets
Easy manage, consolidate, buy and sell, or access cash to pay taxes
Get accurate estate value for IRS purposes
Transfer titles to heirs
We provide full advisory and investment management of assets
Service and support 24/7
Requirements
To open an Estate Account you will need to provide the following:
- The decedent’s full name
- The Tax ID number of the estate
- Statement information for funds you may want to transfer
- The decedent’s account number, if transferring from an existing internal account
- Contact information
- Social Security number
- Employer’s name and address (if applicable)
Additionally, you’ll need to submit a copy of your letters testamentary (or letters of administration), certified as currently valid by the court clerk within the past 60 days and bearing the clerk’s original signature and seal.
Streamline the process of consolidating assets, buying and selling securities, and managing cash flow to cover expenses and pay taxes. Begin by learning how easy it is to open an account. Trust Account With a Trust Account, you can plan ahead and simplify the management and protection of your assets. Estate Account An Estate Account [...]
Protect and manage your trust accounts assets. Availability For estates of any size and for most kinds of trusts. Benefits and features Full brokerage account options make it easy to manage and protect the assets within your trust account after your passing. Easy account consolidation Helps prepare for the distribution of your assets after death [...]
It’s never too early to begin thinking about your legacy or to design your estate plan. Estate Planning Your legacy transcends money—it also encompasses your values. A plan is an important part of your ongoing financial goals. Trust and Estate Planning is an integral part of our Three-Phase financial planning process, which analyzes all areas [...]
Account fees and minimums We offer a comprehensive range of investment options to meet a wide variety of goals. Trust accounts Custodial Fees: Monthly service fees: $0 Account opening minimum: $0 Commissions: $0 online listed stock and ETF commissions Management Fees: Based on total household assets. Estate accounts Custodial Fees: Monthly service fees: $0 Account [...]