Estate planning and settlement at Banc of California
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-877-770-2262
Banc of California offers 14 consumer accounts that interact with estate planning in distinct ways. Of those, 13 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.
Banc of California lets account holders update beneficiary designations in branch, by phone, and by mail, typically taking 10 to 20 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Banc of California: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Banc of California.
Preparing your estate →Death claim process
Report the death to Banc of California's Client Care Center at 1-877-770-2262. The page lists the steps and the documents to send.
When someone dies →Reach Banc of California's Professional Fiduciary Banking at 1-877-770-2262 for help with any of these procedures. Email inquiries can be sent to ClientServices@bancofcal.com.
Banc of California operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Banc of California primary sources (15 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Banc of California accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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