Estate planning and settlement at First Intl Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-359-8092
First Intl Bank offers 16 consumer accounts that interact with estate planning in distinct ways. Of those, 13 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 Intl Bank lets account holders update beneficiary designations in branch, by phone, and by mail. 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 First Intl 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 16 account types at First Intl Bank.
Preparing your estate →Death claim process
Report the death to First Intl Bank's Customer Service at 1-800-359-8092. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact First Intl Bank's Wealth Enhancement Trust Services at 1-833-307-3750. Email inquiries can be sent to info@wealthenhancement.com.
Because First Intl 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
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Data sourced from First Intl Bank primary sources (17 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your First Intl Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
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HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. 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.
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