Estate planning and settlement at 1st Source
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-513-2360
How your 1st Source accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
1st Source lets account holders update beneficiary designations in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at 1st Source: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 22 account types at 1st Source.
Preparing your estate →Death claim process
Report the death to 1st Source's Client Service Center at 1-800-513-2360. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact 1st Source's Wealth Advisory Services at 1-800-882-6935.
Because 1st Source serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from 1st Source primary sources (37 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your 1st Source accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
