Estate planning at Current
How to protect 6 Current accounts — file death claims
Customer Support
217 Centre Street, #180, New York, NY 10013
Customer Support
217 Centre Street, #180, New York, NY 10013
Customer Support (no dedicated death-claims or estate unit; deceased-account matters are handled by general support)
217 Centre Street, #180, New York, NY 10013
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 →
Sources
Data sourced from Current primary sources (16 pages reviewed). How we research.
Customer Support
217 Centre Street, #180, New York, NY 10013
Customer Support
217 Centre Street, #180, New York, NY 10013
Customer Support (no dedicated death-claims or estate unit; deceased-account matters are handled by general support)
217 Centre Street, #180, New York, NY 10013
Estate planning articles
Learn how to protect your Current accounts and other assets with trusts, beneficiary designations, and estate planning documents.
