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Insights & Ideas

Wealth Transfer Planning

Wealth transfer planning isn't just about money — it's about creating a plan to help your loved ones navigate the process of what to do when you're gone. It's likely something you'd rather not think about now, but with proper planning you can make sure your wishes are known and carried out later.

Steps you can take now — organize your files, add or update beneficiaries to your accounts, create a will — can help make things a bit easier for your survivors. Use the resources below to learn more. If you have any questions on adding a beneficiary to your Dreyfus account, please call us at 1-800-896-2645.

Transfer on Death Registration Form

Transfer on Death Registration Form

Complete this form to add one or more beneficiaries to your Dreyfus non-retirement account. This will ensure the transfer of ownership of your account to your beneficiaries upon your death.

Primer on Estate Management

Primer on Estate Management

Learn more about basic estate management in this guide. For more information on estate planning, please speak to an attorney or tax advisor who can help you with your specific needs.

A Checklist for Surviving Loved Ones

A Checklist for Surviving Loved Ones

This checklist provides a basic overview of steps your loved ones may need to take upon your passing. You may also use this list now to help you understand what your loved ones may be faced with, please speak to an attorney or tax advisor who can help you with your specific needs.

Document Locator

Document Locator (Fillable PDF)

Use this worksheet as a central reference for where your important documents are and who your key contacts are. (You can type directly into this PDF and print it or just print it and complete it by hand. The information you type will not be saved in the PDF.)

Estate Tax Balance Sheet

Estate Tax Balance Sheet (Fillable PDF)

Use this worksheet to determine the value your estate. If you're married, you should complete your own worksheet and have your spouse complete theirs.

If you have any questions regarding adding a beneficiary to your Dreyfus account or if you would like the Transfer on Death Registration form mailed to you, please call us at 1-800-896-2645. If you are a Dreyfus Lion Account client, please call us at 1-800-THE-LION.