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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Axos

Estate planning at Axos

How to protect 24 Axos accounts — manage beneficiaries online, fund a trust online, and file death claims

Axos

Subsidiary of Axos Financial, Inc.

axosbank.com→
Axos logo

Personal Banking

Phone1-888-502-2967
Emailcustomerservice@axosbank.com
Mailing Address

Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122

Premier Banking
1-888-296-5646
Loan Servicing (8 AM - 5 PM PT, Mon-Fri)
1-866-923-7112
Home Loan Division (7 AM - 8 PM PT, Mon-Fri; 8 AM - 2 PM PT, Sat)
1-888-546-2634
Personal Loans (8 AM - 4:30 PM PT, Mon-Fri)
1-866-923-3625
Auto Refinance (8 AM - 4:30 PM PT, Mon-Fri)
1-844-517-5556
WebsiteLearn more→

Personal Banking

Phone1-888-502-2967
Emailcustomerservice@axosbank.com
Mailing Address

Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122

Premier Banking
1-888-296-5646
Loan Servicing (8 AM - 5 PM PT, Mon-Fri)
1-866-923-7112
Home Loan Division (7 AM - 8 PM PT, Mon-Fri; 8 AM - 2 PM PT, Sat)
1-888-546-2634
Personal Loans (8 AM - 4:30 PM PT, Mon-Fri)
1-866-923-3625
Auto Refinance (8 AM - 4:30 PM PT, Mon-Fri)
1-844-517-5556
WebsiteLearn more→

Death Claims / Estate Services

Phone1-888-502-2967
Mailing Address

Axos Bank, PO Box 509127, San Diego, CA 92150-9727

Loan Servicing Death Claims (8 AM - 5 PM PT, Mon-Fri)
1-866-923-7112
Financial Hardship Assistance
1-877-764-9998
WebsiteNotify online→
Verified Jul 2026

Axos offers 24 consumer accounts that interact with estate planning in distinct ways. Of those, 22 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.

Beneficiary designations at Axos can be managed online, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.

Axos provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust online, and review 24 account types at Axos.

View details →

When someone dies

Death claim process

6-step process, 5 required documents, and contact information for survivors.

View details →

Frequently asked questions

Axos Bank requires their own Certification of Trust form, which they send to you after you submit the trust account application at axosbank.com/personal/bank/premier/trust. You will need the trust name, Tax ID (grantor SSN for revocable trusts or EIN for irrevocable trusts), and government-issued ID for all trustees. The Certification of Trust must be signed by all trustees and notarized. Axos does not accept non-Axos trust certification forms or the original trust document in place of their proprietary form.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • axosbank.com
  • axos.com
  • assets.axos.com
  • trustandwill.com

Data sourced from Axos primary sources (32 pages reviewed). How we research.

Axos

Subsidiary of Axos Financial, Inc.

axosbank.com→
Axos logo

Personal Banking

Phone1-888-502-2967
Emailcustomerservice@axosbank.com
Mailing Address

Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122

Premier Banking
1-888-296-5646
Loan Servicing (8 AM - 5 PM PT, Mon-Fri)
1-866-923-7112
Home Loan Division (7 AM - 8 PM PT, Mon-Fri; 8 AM - 2 PM PT, Sat)
1-888-546-2634
Personal Loans (8 AM - 4:30 PM PT, Mon-Fri)
1-866-923-3625
Auto Refinance (8 AM - 4:30 PM PT, Mon-Fri)
1-844-517-5556
WebsiteLearn more→

Personal Banking

Phone1-888-502-2967
Emailcustomerservice@axosbank.com
Mailing Address

Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122

Premier Banking
1-888-296-5646
Loan Servicing (8 AM - 5 PM PT, Mon-Fri)
1-866-923-7112
Home Loan Division (7 AM - 8 PM PT, Mon-Fri; 8 AM - 2 PM PT, Sat)
1-888-546-2634
Personal Loans (8 AM - 4:30 PM PT, Mon-Fri)
1-866-923-3625
Auto Refinance (8 AM - 4:30 PM PT, Mon-Fri)
1-844-517-5556
WebsiteLearn more→

Death Claims / Estate Services

Phone1-888-502-2967
Mailing Address

Axos Bank, PO Box 509127, San Diego, CA 92150-9727

Loan Servicing Death Claims (8 AM - 5 PM PT, Mon-Fri)
1-866-923-7112
Financial Hardship Assistance
1-877-764-9998
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

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

Estate planning articles

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

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

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Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026