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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Bluevine→Preparing your estate

What happens to your Bluevine accounts when you die

Covers 4 deposit, and 3 lending accounts — all transfer through probate

Bluevine

Bank · Online Only

bluevine.com→
Bluevine logo

Customer Support

Phone(888) 216-9619
Toll-Free1-888-216-9619
Mailing Address

30 Montgomery Street, Suite 1400, Jersey City, NJ 07302

WebsiteLearn more→

Customer Support

Phone(888) 216-9619
Toll-Free1-888-216-9619
Mailing Address

30 Montgomery Street, Suite 1400, Jersey City, NJ 07302

WebsiteLearn more→

Customer Support (deceased-account / estate requests)

Phone(888) 216-9619
Toll-Free1-888-216-9619
Mailing Address

Bluevine Inc. (corporate; not a claims address), 30 Montgomery Street, Suite 1400, Jersey City, NJ 07302

WebsiteNotify online→
Verified Jul 2026

Bluevine does not currently support beneficiary designations, transfer-on-death registrations, or trust account titling on any account type. All Bluevine accounts pass through the estate at death and may require probate.

When an account holder dies, the executor or administrator will need to contact Bluevine with a death certificate and legal authority documents to claim account balances. The process and required documents are covered on the death claim page.

Bluevine Business Checking (Standard)Bluevine Business Checking (Plus)Bluevine Business Checking (Premier)Bluevine Payments & Invoicing
1
Call Bluevine customer support at (888) 216-9619
2
Ask whether Payable on Death (POD) or beneficiary designation is supported on your specific business account type
3
Submit any required documentation as instructed by the representative

Required Documents

  • Business formation documents (articles of incorporation, operating agreement, partnership agreement, or DBA filing)
  • EIN confirmation letter (or SSN for sole proprietorships)
  • Government-issued ID for account owner(s) and authorized signers

Special Requirements

  • Trusts are not listed as an eligible entity type for Bluevine business checking
  • For business assets you want to pass to a trust, retitle the underlying business interest (e.g., assign LLC membership interest to the trust) rather than the Bluevine account itself
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • bluevine.com
  • support.bluevine.com

Data sourced from Bluevine primary sources (19 pages reviewed). How we research.

Download these Bluevine instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Bluevine primary sources. Bring it to the branch or keep it beside the phone.

Bluevine

Bank · Online Only

bluevine.com→
Bluevine logo

Customer Support

Phone(888) 216-9619
Toll-Free1-888-216-9619
Mailing Address

30 Montgomery Street, Suite 1400, Jersey City, NJ 07302

WebsiteLearn more→

Customer Support

Phone(888) 216-9619
Toll-Free1-888-216-9619
Mailing Address

30 Montgomery Street, Suite 1400, Jersey City, NJ 07302

WebsiteLearn more→

Customer Support (deceased-account / estate requests)

Phone(888) 216-9619
Toll-Free1-888-216-9619
Mailing Address

Bluevine Inc. (corporate; not a claims address), 30 Montgomery Street, Suite 1400, Jersey City, NJ 07302

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Bluevine accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Bluevine accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more