Estate planning at Aspiration
How to protect 4 Aspiration accounts — manage beneficiaries by phone, and file death claims
Brand change
Aspiration rebranded to GreenFi on April 22, 2025. Existing Aspiration Spend & Save accounts converted automatically to GreenFi checking and savings; no member action was required. The GreenFi brand was acquired by Coastal Financial Corporation in January 2026; banking services are provided by Coastal Community Bank, Member FDIC. Estate and deceased-account inquiries are handled through GreenFi customer support (1-800-683-8529 / support@greenfi.com), not the former Aspiration channels. Effective April 2025.
The procedures below reflect Aspiration's accounts. Account servicing may transfer as the change takes effect.
GreenFi Customer Support (Death Claims)
Coastal Community Bank, PO Box 2103, Everett, WA 98213
How your Aspiration accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Account holders can update their beneficiary designations at Aspiration by phone.
There are two sides to estate planning at Aspiration: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, and review 4 account types at Aspiration.
View details →When someone dies
Death claim process
6-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Aspiration rebranded to GreenFi on April 22, 2025. The consumer banking division was separated from Aspiration Partners (which filed for bankruptcy in 2025) and acquired by Mission Financial Partners in February 2024. Coastal Financial Corporation acquired the GreenFi brand in January 2026. Deposit accounts remain FDIC-insured through Coastal Community Bank up to $1 million per depositor via the four-bank sweep network. Existing accounts, services, and terms remain unchanged.
GreenFi deposit accounts are FDIC-insured through Coastal Community Bank, Member FDIC. Balances up to $250,000 are insured directly. For balances over $250,000, Coastal Community Bank sweeps excess funds to three additional FDIC-insured depository institutions (SMBC MANUBANK, Metro City Bank, Amalgamated Bank), providing coverage up to $1 million per depositor across four banks.
Sources
- greenfi.com
- assets.ctfassets.net
- funds.greenfi.com
- brokercheck.finra.org
- globenewswire.com
- ir.coastalbank.com
- support.aspiration.com
Data sourced from Aspiration primary sources (23 pages reviewed). How we research.
GreenFi Customer Support (Death Claims)
Coastal Community Bank, PO Box 2103, Everett, WA 98213
Estate planning articles
Learn how to protect your Aspiration accounts and other assets with trusts, beneficiary designations, and estate planning documents.
