Redfin Capital Investment INHERITANCE
Planning tools to safeguard your wealth
Account Beneficiaries
Create a personalized beneficiary plan to pass your Assets on to your loved ones.
Personal Investment Trust
With Redfin Capital Investment, your personal investment trust can add Crypto within 48 hours.
Assets Concierge Support
Our US based Client Services team will help establish your beneficiary plan and educate your loved ones on Cryptocurrency.
Peace of mind in minutes
A Redfin Capital Investment beneficiary plan puts you in control of your Assets wealth distribution.
Configure a plan to your needs with flexible beneficiary structures.
View, edit, or add a beneficiary plan at any time.
Your Assets remains in cold storage and avoids public legal processes.
Know your loved ones are in good hands
Redfin Capital Investment will support your beneficiaries as the next generation of investors.
We'll teach your loved ones about Crypto, help them navigate the transfer process, and walk them through custody best practices.
Frequently asked questions
Need more information? Visit our blog for an in-depth explanation of account beneficiaries or reach out to our Client Support.
How do I designate a beneficiary?
To designate a beneficiary, login to your Redfin Capital Investment account and select the brokerage account you’d like to add a plan to. Click the “Beneficiaries” tab and start creating your plan!
Is there a limit to how much Assets I can designate to a beneficiary?
No, there is no limit to how much Assets you can designate to a beneficiary. If you are looking for personalized support to understand your Assets beneficiary plan options, our Relationship Management team is here for you.
If I hold my Assets in an Investment Trust, should I still designate a beneficiary?
No, you do not need to designate a beneficiary. Your Assets wealth will be distributed according to your established investment trust. Contact our Private Client team today for estate planning expertise.
What Estate Planning entities can Redfin Capital Investment Support?
Redfin Capital Investment can support Limited Liability Companies (LLC) (including IRA LLC), trust accounts (including IRA Trust), and solo 401(k)s.