Estate planning at Bank of Hope
How to protect 17 Bank of Hope accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Bank of Hope's Hope Wealth Management
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Mortgage Customer Service
New Mortgage/Refinance Inquiries
WebsiteLearn more →
Hope Wealth Management
WebsiteLearn more →
Customer Service
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Verified Mar 2026
Bank of Hope offers 17 consumer accounts that interact with estate planning in distinct ways. Of those, 16 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 Bank of Hope can be managed online, in branch, and by phone, typically taking 10-20 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Bank of Hope 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 in-branch, and review 17 account types at Bank of Hope.
View details →When someone dies
Death claim process
Contact Bank of Hope's Hope Wealth Management to file a claim. 8-step process, 7 required documents, and contact information for survivors.
View details →Bank of Hope operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Bank of Hope supports both revocable and irrevocable trust accounts for checking, savings, money market, and CD accounts. Visit your nearest branch with the Certification of Trust or relevant trust agreement pages, trustee identification, and the trust Tax ID (EIN or SSN). Existing personal accounts can also be retitled to a trust.
Yes. Bank of Hope deposit accounts are insured by the FDIC up to the maximum amount allowed by law. POD beneficiaries may provide additional FDIC coverage (up to $250,000 per beneficiary). Trust accounts are also FDIC insured, with coverage based on the number of qualifying beneficiaries named in the trust.
The Flex CD ($5,000 minimum) allows additional deposits and withdrawals during the term without penalties, providing liquidity. The Step Up CD features an indexed rate that adjusts quarterly based on changes to the Wall Street Journal Prime Rate, so your rate can increase if the prime rate rises, but it will not decrease below your current rate. Interest on the Step Up CD is not compounded. Both products are available in-branch.
Bank of Hope operates branches in nine states: California, Washington, Texas, Illinois, New York, New Jersey, Virginia, Georgia, and Alabama. Branches are concentrated in metropolitan areas. A branch locator is available at bankofhope.com. Customers also have access to 75,000+ surcharge-free ATMs through the Allpoint and MoneyPass networks.
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Mortgage Customer Service
New Mortgage/Refinance Inquiries
WebsiteLearn more →
Hope Wealth Management
WebsiteLearn more →
Customer Service
Phone1-213-639-1700
Toll-Free1-855-325-2226
Mailing Address
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Verified Mar 2026
Estate planning resources for Bank of Hope customers
Tools and documents to help protect your Bank of Hope accounts.
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