Estate Services

Sophisticated support combined with convenient local service

Edward Jones offers clients and their beneficiaries the convenience of a nationwide network of branch offices, providing local assistance to clients and their estate-planning professionals and to executors, trustees, personal representatives and beneficiaries, even if they are in different geographic locations. We also offer a number of complimentary services designed to help attorneys, CPAs, executors and other professionals who assist clients with estate-related matters process firm-held assets.

Express Estates

Express Estates allows for quick and efficient transfer or sale of firm-held securities generally within 24 hours of receipt of the necessary documents by our home office, allowing for smooth transfer of assets to beneficiaries.

If a security is not held in firm name and must pass through to a third-party transfer agent, Express Estates processes the security generally within 24 hours of receiving all necessary documents in our home office. Once Express Estates completes processing, the home office passes the request to the third-party transfer agent.

Estates Hotline- 888-441-5475

The Estates Hotline is a complimentary service available to professionals who have questions about estate processing matters involving Edward Jones clients.

Professionals may access the Estates Hotline year round, Monday through Friday from 7:30 a.m. to 4:30 p.m. Central time.

Estate valuation service

This service provides a ready-to-file date of death or alternate valuation date report on firm-held assets for the benefit of a deceased client’s beneficiaries (depending upon the type of report requested, a fee may apply).

Date of death reports are presented in a format consistent with Schedule A of IRS Form 706. To order a report, just contact the branch office managing the account. Reports are typically available within 24 hours. Alternate valuation date reports are typically available within three business days.

Re-registration of securities

Edward Jones can help transfer securities into a registration that fits a client’s estate plan. We also facilitate re-registration of securities to designated beneficiaries after the death of a client.

We pride ourselves on our typical 24-hour turnaround following receipt of all necessary documentation when re-registering assets held in an Edward Jones account. If assets from other firms are transferred to Edward Jones accounts, or certificate shares are re-registered, Edward Jones normally processes and submits such requests to the applicable firms or transfer agents within 24 hours.

Transfer on Death (TOD)

A TOD agreement may help certain clients pass firm-name assets directly to beneficiaries while bypassing the time and expense of probate. Our TOD agreement imposes no limit on the number of beneficiaries or contingent beneficiaries. Contact your financial advisor to discuss mutual clients who may benefit from this agreement.

Additional resources and services

To learn more about these resources and how we can help you help your clients work toward their financial goals, contact your local Edward Jones financial advisor today.

Important Information:

Edward Jones Trust Company commences service as trustee only upon formal acceptance of its appointment. Before accepting such appointment, Edward Jones Trust Company must review the documents and the assets of the trust. Such review is performed at the time Edward Jones Trust Company is called on to serve (e.g., death or resignation of prior trustee). Edward Jones Trust Company assumes no fiduciary responsibility for assets added to any trust unless it has received and formally accepted such assets.

Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a registered broker-dealer. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.

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