Estate planning and settlement at Bank of the Sierra
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-454-2265
Bank of the Sierra has 16 accounts, each with different rules for what happens when the account holder dies. Of those, 13 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 the Sierra, beneficiary designations are managed in branch, by phone, and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Bank of the Sierra has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at Bank of the Sierra.
Preparing your estate →Death claim process
Report the death to Bank of the Sierra's Customer Service Center at 1-888-454-2265. The page lists the steps and the documents to send.
When someone dies →Bank of the Sierra 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 the Sierra primary sources (15 pages reviewed). How we research.
Bank of the Sierra customer support
Customer Service Center
Phone
Sierra Telebanking
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Bank of the Sierra 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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