Estate planning at Cathay Bank
How to protect 16 Cathay Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone(626) 582-7380
Toll-Free1-800-922-8429
Mailing Address
777 North Broadway, Los Angeles, CA 90012
Wealth management and estate planning advisory
WebsiteLearn more →
Phone(626) 582-7380
Toll-Free1-800-922-8429
Mailing Address
777 North Broadway, Los Angeles, CA 90012
Wealth management and estate planning advisory
WebsiteLearn more →
Death Claims
Phone1-800-922-8429
Toll-Free1-800-922-8429
Mailing Address
Cathay Bank, 777 North Broadway, Los Angeles, CA 90012
Verified Mar 2026
Cathay Bank offers 16 consumer accounts that interact with estate planning in distinct ways. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Cathay Bank handles beneficiary designations in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Cathay Bank 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 in-branch, fund a trust in-branch, and review 16 account types at Cathay Bank.
View details →When someone dies
Death claim process
8-step process, 8 required documents, and contact information for survivors.
View details →Cathay Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. A trust can be named as a POD beneficiary on Cathay Bank deposit accounts. You will need to provide a copy of the Certification of Trust or relevant pages of the trust agreement at a branch location. Contact customer service at 1-800-922-8429 for specific requirements.
Yes. Cathay Bank supports trust accounts for checking, savings, money market, and CD accounts. Visit a branch with your Certification of Trust or full trust agreement, government-issued photo ID for all trustees, and the trust Tax Identification Number. Existing personal accounts can generally be converted to trust accounts with proper documentation.
You will need a Certification of Trust (or full copy of the trust agreement), government-issued photo ID for all trustees, and the trust Social Security number or Tax Identification Number (EIN). If the trust has been amended, bring all amendments. Visit a branch for the most efficient trust account setup.
No. IRA accounts cannot be retitled to a trust. However, you can name a trust as the beneficiary of your IRA. Contact a Cathay Bank branch or call 1-800-922-8429 to update your IRA beneficiary designation. Consider consulting a tax advisor about the implications of naming a trust as an IRA beneficiary.
Cathay Wealth Management provides estate planning advisory services through experienced Financial Advisors. Services include planning for surviving spouse and beneficiary provisions, tax-efficient asset distribution, and overall wealth management. Call 1-877-722-8429 to speak with a Financial Advisor or visit cathaybank.com/wealth-management/planning for more information.
Cathay Bank operates over 60 branch locations in California, New York, Illinois, Washington, Texas, Massachusetts, Maryland, New Jersey, and Nevada. The bank also has offices in Hong Kong. Visit cathaybank.com/location to find the nearest branch.
Phone(626) 582-7380
Toll-Free1-800-922-8429
Mailing Address
777 North Broadway, Los Angeles, CA 90012
Wealth management and estate planning advisory
WebsiteLearn more →
Phone(626) 582-7380
Toll-Free1-800-922-8429
Mailing Address
777 North Broadway, Los Angeles, CA 90012
Wealth management and estate planning advisory
WebsiteLearn more →
Death Claims
Phone1-800-922-8429
Toll-Free1-800-922-8429
Mailing Address
Cathay Bank, 777 North Broadway, Los Angeles, CA 90012
Verified Mar 2026
Estate planning resources for Cathay Bank customers
Tools and documents to help protect your Cathay Bank accounts.
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