Estate planning at F&M Bank
How to protect 5 F&M Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
F&M Client Care Center
Farmers & Merchants Bank of Long Beach, 302 Pine Avenue, Long Beach, CA 90802
F&M Client Care Center
Farmers & Merchants Bank of Long Beach, 302 Pine Avenue, Long Beach, CA 90802
F&M Client Care Center
Farmers & Merchants Bank of Long Beach, 302 Pine Avenue, Long Beach, CA 90802
F&M Bank offers 5 consumer accounts that interact with estate planning in distinct ways. Of those, 5 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
At F&M Bank, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at F&M Bank: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 5 account types at F&M Bank.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →F&M 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.
Frequently asked questions
Farmers & Merchants Bank operates only in California, so California's small-estate affidavit procedure applies when the estate qualifies and no probate is opened. Confirm California's current small-estate threshold before relying on an affidavit in place of Letters Testamentary or Letters of Administration.
Sources
Data sourced from F&M Bank primary sources (9 pages reviewed). How we research.
F&M Client Care Center
Farmers & Merchants Bank of Long Beach, 302 Pine Avenue, Long Beach, CA 90802
F&M Client Care Center
Farmers & Merchants Bank of Long Beach, 302 Pine Avenue, Long Beach, CA 90802
F&M Client Care Center
Farmers & Merchants Bank of Long Beach, 302 Pine Avenue, Long Beach, CA 90802
Estate planning articles
Learn how to protect your F&M Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
