Estate planning and settlement at First Foundation
Name beneficiaries online, fund a trust in branch, and report a death at 1-888-405-4332
First Foundation has merged with another institutionMerged, effective April 2026
First Foundation Bank merged with and into Sunflower Bank, N.A. on April 1, 2026 and operates as "Sunflower Bank, N.A. dba First Foundation Bank" under FirstSun Capital Bancorp. The First Foundation name, logo, Client Support line (888-405-4332), and Private Wealth Management trust team continue while the systems convert. Personal and business accounts migrate to the Sunflower Bank platform on September 21, 2026; branches close at noon local time on Friday September 18 (Honolulu closed all day) and all branches are closed Saturday September 19. Mortgage servicing already moved to Sunflower Bank on July 17, 2026. Since August 18, 2026 the primary transition page has been sunflowerbank.com/merger-updates.
First Foundation offers 8 consumer accounts that interact with estate planning in distinct ways. Of those, 8 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.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 8 account types at First Foundation.
Preparing your estate →Death claim process
Report the death to First Foundation's Bank Client Support at 1-888-405-4332. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact First Foundation's Trust & Estate Settlement at 1-888-405-4332.
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.
Sources
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Data sourced from First Foundation primary sources (19 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.
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