Estate planning and settlement at Coastal Community Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-425-257-9000
Coastal Community Bank has 15 accounts, each with different rules for what happens when the account holder dies. Of those, 12 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 Coastal Community Bank in branch, by phone, and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Coastal Community Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Coastal Community Bank.
Preparing your estate →Death claim process
Report the death to Coastal Community Bank's Customer eXperience Team at 1-425-257-9000. The page lists the steps and the documents to send.
When someone dies →Coastal Community Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Coastal Community Bank primary sources (15 pages reviewed). How we research.
Coastal Community Bank customer support
Customer eXperience Team (CX)
Phone
Lost or stolen debit card (after hours)
Lost or stolen credit card (after hours)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Coastal Community Bank 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.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
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.
