Preparing your City National accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.

With 15 product types, City National offers a range of transfer options. Some accounts support Payable on Death (POD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.

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1Visit a City National Bank office with your trust document and government-issued photo ID

2Meet with a Trust Advisor or your relationship manager

3Provide the trust agreement, trustee identification, and trust tax ID number

4Complete the account retitling paperwork

5Review updated account registration for accuracy

Required Documents

Full trust agreement (or certification of trust if accepted)
Government-issued photo ID for all trustees
Trust tax identification number (EIN)
Existing account statements for accounts to be retitled

Special Requirements

City National manages assets within trusts including marketable securities, real estate, limited partnerships, and LLCs. Multi-jurisdiction trust situs options in Delaware, Nevada, and Tennessee. Dedicated trust real estate professionals hold CPM designations and average 20+ years experience. Also handles directed trusts, custody services, donor-advised funds, private foundations, endowments, and 1031 exchange services.