Estate planning and settlement at Bank of Hope
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-855-325-2226
Bank of Hope has 21 accounts, each with different rules for what happens when the account holder dies. Of those, 20 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.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 21 account types at Bank of Hope.
Preparing your estate →Death claim process
Report the death to Bank of Hope's Customer Contact Center at 1-855-325-2226. The page lists the steps and the documents to send.
When someone dies →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.
Sources
Data sourced from Bank of Hope primary sources (41 pages reviewed). How we research.
Bank of Hope customer support
Customer Contact Center
Phone
Toll-free
Territorial Savings (Hawaii division) - Oahu
Territorial Savings (Hawaii division) - toll-free
Mortgage Customer Service
New Mortgage/Refinance Inquiries
Lost/Stolen ATM or Debit Card
Consumer Credit Cards
Business Credit Cards
Telebanking (24-hour automated)
Global Treasury Management / Business Online Banking
SBA Lending
Territorial Savings - debit/ATM card PIN change
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Bank of Hope accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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