Estate planning and settlement at Bell Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-450-8949
Bell Bank has 11 accounts, each with different rules for what happens when the account holder dies. Of those, 10 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.
Beneficiary designations at Bell Bank can be managed in branch and by phone, typically taking about 15 to 30 minutes in a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Bell Bank 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 11 account types at Bell Bank.
Preparing your estate →Death claim process
Report the death to Bell Bank's Customer Service at 1-800-450-8949. The page lists the steps and the documents to send.
When someone dies →Reach Bell Bank's Trust and Financial Planning at 1-800-709-5781 for help with any of these procedures.
Because Bell Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Bell Bank primary sources (15 pages reviewed). How we research.
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Estate planning articles
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