Estate planning at Bluevine
How to protect 7 Bluevine accounts — manage beneficiaries by phone, and file death claims
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support (deceased-account / estate requests)
Bluevine Inc. (corporate; not a claims address), 30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
How your Bluevine accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Account holders can update their beneficiary designations at Bluevine by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Bluevine provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, and review 7 account types at Bluevine.
View details →When someone dies
Death claim process
6-step process, 6 required documents, and contact information for survivors.
View details →Frequently asked questions
No. Bluevine's eligible entity types are sole proprietorships, corporations, LLCs, LLPs, general partnerships, limited partnerships, and nonprofit corporations -- trusts are not on the list. For estate planning, the standard approach is to retitle the underlying business interest (for example, assign your LLC membership interest to your revocable trust) rather than retitle the Bluevine account itself. The Bluevine account stays in the name of the business entity; the trust owns the entity.
Sources
Data sourced from Bluevine primary sources (19 pages reviewed). How we research.
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support
30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Customer Support (deceased-account / estate requests)
Bluevine Inc. (corporate; not a claims address), 30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Estate planning articles
Learn how to protect your Bluevine accounts and other assets with trusts, beneficiary designations, and estate planning documents.
