Estate planning articles
Learn how to protect your Aspiration accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Covers 2 deposit, 1 investment, and 1 retirement accounts — beneficiaries can be updated by phone
GreenFi Customer Support (Death Claims)
Coastal Community Bank, PO Box 2103, Everett, WA 98213
Preparing your Aspiration accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and aligning account ownership with your broader estate plan. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Aspiration vary across 4 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Beneficiary designation is not available for deposit accounts at Aspiration.
GreenFi Customer Support (Death Claims)
Coastal Community Bank, PO Box 2103, Everett, WA 98213
Learn how to protect your Aspiration accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your Aspiration accounts and other assets with trusts, beneficiary designations, and estate planning documents.
