Estate services

Author

Edward Jones - Chad Choate, AAMS

Posted on

Mar 25, 2022

Book/Edition

Florida - Sarasota, Bradenton & Charlotte Counties

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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 valuation date report on firm-held assets for the benefit of a deceased clients beneficiaries.
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.
Re-registration of securities
Edward Jones can help transfer securities into a registration that fits a clients 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
Custom Beneficiary Designations
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.

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Edward Jones - Chad Choate, AAMS

Retirement Planning 828 3rd Ave. W., Bradenton, Florida, 34205

Experience and BackgroundI am a financial advisor in Bradenton, FL, and began my career with Edward Jones in 2017. As a financial advisor, I want to find out what's important to you and help you build personalized strategies to achieve your goals.As a lifelong Manatee County resident, I graduated from the University of South Florida and was a teacher in Manatee County before joining Edward Jones. My driving force is to change people's lives in a positive way, and what better place than my home to do that.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you with top-notch client service.But we're not alone. Thousands of people and advanced technology support our office so that we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.I currently volunteer with the Manatee Hurricane football Broadcast and Booster Club, serve on my church's trustees council and have previously served as a leader in Young Life. I am a member of the Manatee Chamber of Commerce and an alumnus of their Leadership Manatee program.I have been married to my childhood sweetheart, Ashley, for 15 years and we have a son, Wesley, and daughter, Camryn. We enjoy watching our children play their sports and traveling as a family.

Edward Jones - Chad Choate, AAMS

Investments 828 3rd Ave. W., Bradenton, Florida, 34205

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