Estate planning and settlement at City National
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-708-8881
City National 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.
City National lets account holders update beneficiary designations in branch and by phone, typically taking 15 to 30 minutes in a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
City National provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at City National.
Preparing your estate →Death claim process
Report the death to City National's Investments & Trust Services at 1-800-708-8881. The page lists the steps and the documents to send.
When someone dies →City National's Investments & Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-800-708-8881.
City National is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from City National primary sources (15 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your City National accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
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Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
