Estate planning at FirstBank
How to protect 14 FirstBank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through FirstBank's Customer Service (no dedicated estate services department)
Phone1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Metro Denver
WebsiteLearn more →
Customer Service (no dedicated estate services department)
Phone1-800-964-3444
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
WebsiteLearn more →
Customer Service (death claims handled via main line)
Phone1-800-964-3444
Toll-Free1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Verified Mar 2026
FirstBank offers 14 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.
Beneficiary designations at FirstBank can be managed in branch and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
FirstBank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at FirstBank.
View details →When someone dies
Death claim process
Contact FirstBank's Customer Service (no dedicated estate services department) to file a claim. 7-step process, 5 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact FirstBank's Customer Service (no dedicated estate services department) at 1-800-964-3444.
FirstBank 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
PNC Financial Services Group completed its acquisition of FirstBank on January 5, 2026. FirstBank continues to operate independently until customer account conversion, expected summer 2026. Customers should continue using their FirstBank accounts as usual until they receive communications with specific instructions about the transition. After conversion, customers gain access to PNC's national branch network, enhanced digital tools, wealth management services, and approximately 60,000 partner ATMs nationwide.
Yes. FirstBank deposit accounts (checking, savings, money market, and time deposits) can be retitled to a revocable living trust. Visit a branch with your trust document or Certificate of Trust and government-issued photo ID for all trustees. A revocable trust generally does not need its own EIN -- income is taxed to the grantor using their SSN. Contact the bank to confirm current procedures, as processes may change during the PNC transition.
No. IRAs cannot be retitled to a trust. However, you can name a trust as the beneficiary of your FirstBank Traditional or Roth IRA. Consult a tax advisor before doing this, as there are significant tax implications for trust beneficiaries under the SECURE Act distribution rules.
IRA beneficiary designations are handled separately from POD designations on deposit accounts. Contact FirstBank customer service at 1-800-964-3444 or visit a branch to add or update beneficiaries on your Traditional or Roth IRA. You will need to provide the beneficiary's full legal name, date of birth, Social Security number, and relationship.
Yes. After the conversion expected summer 2026, account numbers and routing numbers will change. FirstBank and PNC will provide clear instructions before any changes take effect. Customers should update their contact information through the mobile app or online banking to ensure they receive transition communications.
The Bloom Package is a checking and savings account bundle that combines Bloom Checking and Bloom Savings. It requires Online Banking with eStatements and a FirstBank Visa Debit Card. Bloom Savings includes an automatic savings feature where customers can set transfers between $0-$99.99 per qualifying transaction. Customers under 26 receive an automatic fee waiver.
Phone1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Metro Denver
WebsiteLearn more →
Customer Service (no dedicated estate services department)
Phone1-800-964-3444
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
WebsiteLearn more →
Customer Service (death claims handled via main line)
Phone1-800-964-3444
Toll-Free1-800-964-3444
Fax1-303-235-1047
Mailing Address
FirstBank, 12345 W Colfax Ave, Lakewood, CO 80215
Verified Mar 2026
Estate planning resources for FirstBank customers
Tools and documents to help protect your FirstBank accounts.
Do I Need a Revocable Trust?
Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.
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Are My Beneficiary Designations Protected?
See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.
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