Estate planning and settlement at First Western Trust
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-303-531-8100
First Western Trust offers 12 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 Western Trust lets account holders update beneficiary designations in branch and by phone, typically taking 15 to 30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
First Western Trust provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 12 account types at First Western Trust.
Preparing your estate →Death claim process
Report the death to First Western Trust's Trusts and Estates at 1-303-531-8100. The page lists the steps and the documents to send.
When someone dies →Reach First Western Trust's Trusts and Estates at 1-303-531-8100 for help with any of these procedures.
Because First Western Trust serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
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Data sourced from First Western Trust primary sources (19 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your First Western Trust accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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