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 Personal Wealth Management
Citi Personal Wealth Management
Citi Estate Servicing Center
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 →
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 Personal Wealth Management
Citi Personal Wealth Management
Citi Estate Servicing Center
Estate planning articles
Learn how to protect your Citi Wealth accounts and other assets with trusts, beneficiary designations, and estate planning documents.
