Estate planning at First Foundation
How to protect 7 First Foundation accounts — manage beneficiaries online, fund a trust in-branch, and file claims through First Foundation's Private Wealth Management — Trust & Estate Settlement
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First Foundation offers 7 consumer accounts that interact with estate planning in distinct ways. Of those, 7 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.
First Foundation lets account holders update beneficiary designations online, in branch, and by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
First Foundation provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 7 account types at First Foundation.
View details →When someone dies
Death claim process
Contact First Foundation's Private Wealth Management — Trust & Estate Settlement to file a claim. 5-step process, 4 required documents, and contact information for survivors.
View details →First Foundation 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
Yes. You can add a POD beneficiary during online account opening, or by returning to the online application portal and selecting the account. You can also add or update beneficiaries by calling the Digital Bank team at 888-405-4332 or visiting an office.
Sources
Data sourced from First Foundation primary sources (6 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your First Foundation accounts and other assets with trusts, beneficiary designations, and estate planning documents.
