Estate planning at Axos
How to protect 24 Axos accounts — manage beneficiaries online, fund a trust online, and file death claims
Personal Banking
Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122
Personal Banking
Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122
Death Claims / Estate Services
Axos Bank, PO Box 509127, San Diego, CA 92150-9727
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.
Sources
Data sourced from Axos primary sources (32 pages reviewed). How we research.
Personal Banking
Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122
Personal Banking
Axos Bank, 4350 La Jolla Village Drive, Suite 140, San Diego, CA 92122
Death Claims / Estate Services
Axos Bank, PO Box 509127, San Diego, CA 92150-9727
Estate planning articles
Learn how to protect your Axos accounts and other assets with trusts, beneficiary designations, and estate planning documents.
