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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Aspiration→Preparing your estate

How to designate beneficiaries at Aspiration

Covers 2 deposit, 1 investment, and 1 retirement accounts — beneficiaries can be updated by phone

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.

Aspiration

Subsidiary of Coastal Financial Corporation

greenfi.com→
A

GreenFi Customer Support

Phone1-800-683-8529
Emailsupport@greenfi.com
WebsiteLearn more→

GreenFi Customer Support

Phone1-800-683-8529
Emailsupport@greenfi.com
WebsiteLearn more→

GreenFi Customer Support (Death Claims)

Phone1-800-683-8529
Emailsupport@greenfi.com
Mailing Address

Coastal Community Bank, PO Box 2103, Everett, WA 98213

WebsiteNotify online→
Verified Jul 2026

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.

GreenFi Spend (Checking)GreenFi Save (Savings)

Beneficiary designation is not available for deposit accounts at Aspiration.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

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.

Download these Aspiration instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Aspiration primary sources. Bring it to the branch or keep it beside the phone.

Aspiration

Subsidiary of Coastal Financial Corporation

greenfi.com→
A

GreenFi Customer Support

Phone1-800-683-8529
Emailsupport@greenfi.com
WebsiteLearn more→

GreenFi Customer Support

Phone1-800-683-8529
Emailsupport@greenfi.com
WebsiteLearn more→

GreenFi Customer Support (Death Claims)

Phone1-800-683-8529
Emailsupport@greenfi.com
Mailing Address

Coastal Community Bank, PO Box 2103, Everett, WA 98213

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Aspiration accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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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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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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