Estate planning at Chase
How to protect 21 Chase accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Chase's Estate Services
Customer Service
Phone1-800-935-9935
Fax(614) 422-7575
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
Auto Accounts
Home Lending
WebsiteLearn more→
Estate Services
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
WebsiteLearn more→
Estate Services - Retail & Card
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
Auto Accounts
Home Lending
WebsiteNotify online→
Verified Jul 2026
Chase has 21 accounts, each with different rules for what happens when the account holder dies. Of those, 15 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 Chase can be managed online and in branch, typically taking 15-30 minutes in branch; a few minutes online for investment accounts. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Chase has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 21 account types at Chase.
View details →When someone dies
Death claim process
Contact Chase's Estate Services to file a claim. 8-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Chase's Estate Services at 1-866-926-6909.
Frequently asked questions
Business accounts, Chase First Banking, and Chase High School Checking cannot have beneficiaries (POD designations) added. All other personal checking, savings, and CD accounts are eligible.
For deposit accounts (checking, savings, CDs), visit a Chase branch with your trust document and government ID. You'll need the trust agreement or Certification of Trust, plus the trust tax identification number. For investment accounts, call 1-800-392-5749 (Monday-Friday 8 AM to 9 PM ET). Revoke any existing POD designations before retitling -- trust accounts cannot have POD beneficiaries.
Yes. Retail and card accounts: 1-866-926-6909 (Mon-Fri 8 AM-9 PM ET). Auto accounts: 1-877-828-4771 (Mon-Fri 9 AM-5:30 PM ET). Home lending: 1-866-299-6752 (Mon-Fri 8 AM-8 PM ET). J.P. Morgan investment accounts: 1-800-648-4782 (Mon-Fri 8 AM-9 PM ET). Inheritance/Advisor assistance: 1-855-256-2178 (Mon-Fri 8 AM-9 PM ET).
Sources
Data sourced from Chase primary sources (28 pages reviewed). How we research.
Customer Service
Phone1-800-935-9935
Fax(614) 422-7575
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
Auto Accounts
Home Lending
WebsiteLearn more→
Estate Services
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
J.P. Morgan Investment Accounts
Inheritance/Advisor Assistance
WebsiteLearn more→
Estate Services - Retail & Card
Phone1-866-926-6909
Toll-Free1-866-926-6909
Fax(614) 422-7575
Mailing Address
Chase, Mail Code LA4-6555, 700 Kansas Lane, Monroe, LA 71203
Auto Accounts
Home Lending
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Chase accounts and other assets with trusts, beneficiary designations, and estate planning documents.
