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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Current

Estate planning at Current

How to protect 6 Current accounts — file death claims

Current

Subsidiary of Current Technologies, Inc.

current.com→
Current logo

Customer Support

Phone888-851-1172
Emailsupport@current.com
Mailing Address

217 Centre Street, #180, New York, NY 10013

Card Activation
866-589-3051
WebsiteLearn more→

Customer Support

Phone888-851-1172
Emailsupport@current.com
Mailing Address

217 Centre Street, #180, New York, NY 10013

Card Activation
866-589-3051
WebsiteLearn more→

Customer Support (no dedicated death-claims or estate unit; deceased-account matters are handled by general support)

Phone888-851-1172
Emailsupport@current.com
Mailing Address

217 Centre Street, #180, New York, NY 10013

WebsiteNotify online→
Verified Jul 2026

Current has 6 accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.

To add or update beneficiaries at Current, account holders work through direct contact with the institution.

There are two sides to estate planning at Current: setting things up while you're alive, and the process survivors follow after a death.

Preparing your estate

Beneficiaries and trust funding

How to review 6 account types at Current.

View details →

When someone dies

Death claim process

6-step process, 4 required documents, and contact information for survivors.

View details →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • current.com
  • support.current.com

Data sourced from Current primary sources (16 pages reviewed). How we research.

Current

Subsidiary of Current Technologies, Inc.

current.com→
Current logo

Customer Support

Phone888-851-1172
Emailsupport@current.com
Mailing Address

217 Centre Street, #180, New York, NY 10013

Card Activation
866-589-3051
WebsiteLearn more→

Customer Support

Phone888-851-1172
Emailsupport@current.com
Mailing Address

217 Centre Street, #180, New York, NY 10013

Card Activation
866-589-3051
WebsiteLearn more→

Customer Support (no dedicated death-claims or estate unit; deceased-account matters are handled by general support)

Phone888-851-1172
Emailsupport@current.com
Mailing Address

217 Centre Street, #180, New York, NY 10013

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Current accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Current accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

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Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
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