Estate planning at First Interstate
How to protect 13 First Interstate accounts — manage beneficiaries online, fund a trust in-branch, and file claims through First Interstate's Wealth Management - Trust and Estates
Client Contact Center
Phone1-406-255-5000
Toll-Free1-855-342-3400
Emailpcbank@fib.com
Mailing Address
First Interstate Bank, 401 N 31st St, Billings, MT 59101
Telephone Banking
Credit Card Support
Debit Card Disputes
Debit Card PIN Activation/Reset
WebsiteLearn more→
Death Claims (handled via Client Contact Center)
Phone1-855-342-3400
Toll-Free1-855-342-3400
Mailing Address
First Interstate Bank, 401 N 31st St, Billings, MT 59101
Mortgage Servicing
Wealth Management Trust & Estates
Verified Jul 2026
First Interstate offers 13 consumer accounts that interact with estate planning in distinct ways. Of those, 10 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 Interstate lets account holders update beneficiary designations online, in branch, and by phone, typically taking 10-15 minutes. 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 Interstate: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 13 account types at First Interstate.
View details →When someone dies
Death claim process
Contact First Interstate's Wealth Management - Trust and Estates to file a claim. 9-step process, 7 required documents, and contact information for survivors.
View details →Reach First Interstate's Wealth Management - Trust and Estates at 1-888-791-4075 for help with any of these procedures.
Because First Interstate serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. First Interstate Wealth Management offers trust and estate services, including serving as Corporate Trustee, trust administration, estate settlement, property management, custody accounts for minor beneficiaries, charitable giving strategies (CLTs, CRTs, gift annuities, donor advised accounts), and will and trust reviews. The Trust and Estates team operates on the SEI online platform for trust, agency, and IRA accounts. Contact a Wealth Management Specialist at 1-888-791-4075, Monday through Friday, 8:00 a.m. to 5:00 p.m. MST, or visit https://www.firstinterstatebank.com/personal/wealth/trust-and-estates to begin a wealth management assessment.
You will need a Certification of Trust (also called Trust Abstract or Affidavit of Trust), or alternatively the full trust agreement (relevant pages with trust name, grantors, trustees, and powers, plus signature and notary pages). Bring government-issued photo ID for all trustees and the trust's tax identification number (EIN or SSN). If the trust has been amended, bring copies of all amendments. Visit any First Interstate branch or call the Client Contact Center at 1-855-342-3400 to open a trust account.
Sources
Data sourced from First Interstate primary sources (26 pages reviewed). How we research.
Client Contact Center
Phone1-406-255-5000
Toll-Free1-855-342-3400
Emailpcbank@fib.com
Mailing Address
First Interstate Bank, 401 N 31st St, Billings, MT 59101
Telephone Banking
Credit Card Support
Debit Card Disputes
Debit Card PIN Activation/Reset
WebsiteLearn more→
Death Claims (handled via Client Contact Center)
Phone1-855-342-3400
Toll-Free1-855-342-3400
Mailing Address
First Interstate Bank, 401 N 31st St, Billings, MT 59101
Mortgage Servicing
Wealth Management Trust & Estates
Verified Jul 2026
Estate planning articles
Learn how to protect your First Interstate accounts and other assets with trusts, beneficiary designations, and estate planning documents.
