Estate planning and settlement at East West Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-895-5650
How your East West Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 17 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary designations at East West Bank can be managed in branch, 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.
There are two sides to estate planning at East West Bank: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 20 account types at East West Bank.
Preparing your estate →Death claim process
Report the death to East West Bank's Customer Service at 1-888-895-5650. The page lists the steps and the documents to send.
When someone dies →Reach East West Bank's East West Wealth Management at 1-888-978-8617 for help with any of these procedures.
Because East West Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from East West Bank primary sources (20 pages reviewed). How we research.
East West Bank customer support
Customer Service
Phone
24-Hour Automated Banking (Domestic)
24-Hour Automated Banking (International)
Report a Lost or Stolen ATM or Visa Debit Card
Corporate Headquarters (Pasadena)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your East West 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
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Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
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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.
