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How to protect 15 Bank of Hope accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Bank of Hope's Hope Wealth Management
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Hope Wealth Management
Customer Service
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Bank of Hope has 15 accounts, each with different rules for what happens when the account holder dies. Of those, 14 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
At Bank of Hope, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Bank of Hope: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Bank of Hope.
View details →When someone dies
Contact Bank of Hope's Hope Wealth Management to file a claim. 4-step process, 7 required documents, and contact information for survivors.
View details →Bank of Hope is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Data sourced from Bank of Hope primary sources (23 pages reviewed). How we research.
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Hope Wealth Management
Customer Service
Bank of Hope, 3200 Wilshire Blvd., Suite 1400, Los Angeles, CA 90010
Learn how to protect your Bank of Hope accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your Bank of Hope accounts and other assets with trusts, beneficiary designations, and estate planning documents.