Estate planning at Citizens Business Bank
How to protect 14 Citizens Business Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Citizens Business Bank's CitizensTrust Wealth Management
CitizensTrust Wealth Management
701 N Haven Avenue, Ontario, CA 91764
Client Services
701 N Haven Avenue, Ontario, CA 91764
Citizens Business Bank has 14 accounts, each with different rules for what happens when the account holder dies. Of those, 11 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.
Account holders can update their beneficiary designations at Citizens Business Bank in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Citizens Business Bank: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Citizens Business Bank.
View details →When someone dies
Death claim process
Contact Citizens Business Bank's CitizensTrust Wealth Management to file a claim. 6-step process, 6 required documents, and contact information for survivors.
View details →Reach Citizens Business Bank's CitizensTrust Wealth Management at 1-888-734-4222 for help with any of these procedures.
Because Citizens Business Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
CitizensTrust Wealth Management has its own dedicated phone number (1-888-734-4222) that is distinct from the general Client Services line (1-888-228-2265). For trust administration, estate settlement, special needs trust management, and investment accounts held through CitizensTrust, use the CitizensTrust number directly rather than routing through general Client Services. CitizensTrust operates from 3 trust office locations in California, separate from the bank's more than 75 banking centers.
Sources
Data sourced from Citizens Business Bank primary sources (18 pages reviewed). How we research.
CitizensTrust Wealth Management
701 N Haven Avenue, Ontario, CA 91764
Client Services
701 N Haven Avenue, Ontario, CA 91764
Estate planning articles
Learn how to protect your Citizens Business Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
