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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Citi Wealth

Estate planning at Citi Wealth

How to protect 4 Citi Wealth accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims

Citi Wealth

Subsidiary of Citigroup Inc.

wealthmanagement.citi.com→
C

Citi Personal Wealth Management

Phone1-877-357-3399
Citi Investment Services (general)
1-800-846-5200
Citigold Private Client
1-888-500-5008
WebsiteLearn more→

Citi Personal Wealth Management

Phone1-877-357-3399
Citi Investment Services (general)
1-800-846-5200
Citigold Private Client
1-888-500-5008
WebsiteLearn more→

Citi Estate Servicing Center

Phone1-800-846-5200
Citi Personal Wealth Management advisor line
1-877-357-3399
Citi Estate Servicing Unit (credit cards & bank accounts)
1-833-956-0413
Bank IRA accounts
1-800-695-5911
WebsiteNotify online→
Verified Jul 2026

Citi Wealth offers 4 consumer investment accounts that interact with estate planning in distinct ways. Of those, 4 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.

Citi Wealth handles beneficiary designations by mail and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.

Citi Wealth 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 update beneficiaries by phone, fund a trust by mail, and review 4 account types at Citi Wealth.

View details →

When someone dies

Death claim process

9-step process, 4 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • marketinsights.citi.com
  • online.citi.com
  • citi.com
  • wealthmanagement.citi.com
  • citigoldprivateclient.citi.com

Data sourced from Citi Wealth primary sources (11 pages reviewed). How we research.

Citi Wealth

Subsidiary of Citigroup Inc.

wealthmanagement.citi.com→
C

Citi Personal Wealth Management

Phone1-877-357-3399
Citi Investment Services (general)
1-800-846-5200
Citigold Private Client
1-888-500-5008
WebsiteLearn more→

Citi Personal Wealth Management

Phone1-877-357-3399
Citi Investment Services (general)
1-800-846-5200
Citigold Private Client
1-888-500-5008
WebsiteLearn more→

Citi Estate Servicing Center

Phone1-800-846-5200
Citi Personal Wealth Management advisor line
1-877-357-3399
Citi Estate Servicing Unit (credit cards & bank accounts)
1-833-956-0413
Bank IRA accounts
1-800-695-5911
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

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

Estate planning articles

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

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Dave Ramsey on Trusts: What We Agree and Disagree On

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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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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.
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