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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→FirstBank

Estate planning at FirstBank

How to protect 4 FirstBank accounts — file death claims

FirstBank

Subsidiary of First BanCorp.

1firstbank.com→
F

FirstLine Solutions Center

Phone787-725-2511
Toll-Free1-866-695-2511
Emailapoyoalcliente@firstbankpr.com
Mailing Address

FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146

WebsiteLearn more→

FirstLine Solutions Center

Phone787-725-2511
Toll-Free1-866-695-2511
Emailapoyoalcliente@firstbankpr.com
Mailing Address

FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146

WebsiteLearn more→

FirstLine Solutions Center

Phone787-725-2511
Toll-Free1-866-695-2511
Emailapoyoalcliente@firstbankpr.com
Mailing Address

FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146

WebsiteNotify online→
Verified Jul 2026

How your FirstBank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.

FirstBank provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to review 4 account types at FirstBank.

View details →

When someone dies

Death claim process

6-step process, 4 required documents, and contact information for survivors.

View details →

Because FirstBank 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. FirstBank is headquartered in Puerto Rico and also operates branches in Florida and the U.S. and British Virgin Islands. The Declaration of Heirs process described here applies to Puerto Rico accounts; accounts opened in Florida follow that state's probate rules.

SimplyTrustSimplyTrust Editorial·Updated July 7, 2026

Sources

  • 1firstbank.com

Data sourced from FirstBank primary sources (8 pages reviewed). How we research.

FirstBank

Subsidiary of First BanCorp.

1firstbank.com→
F

FirstLine Solutions Center

Phone787-725-2511
Toll-Free1-866-695-2511
Emailapoyoalcliente@firstbankpr.com
Mailing Address

FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146

WebsiteLearn more→

FirstLine Solutions Center

Phone787-725-2511
Toll-Free1-866-695-2511
Emailapoyoalcliente@firstbankpr.com
Mailing Address

FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146

WebsiteLearn more→

FirstLine Solutions Center

Phone787-725-2511
Toll-Free1-866-695-2511
Emailapoyoalcliente@firstbankpr.com
Mailing Address

FirstBank Puerto Rico, PO Box 9146, San Juan, PR 00908-0146

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your FirstBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your FirstBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

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Jean Chatzky on Estate Planning: It’s a Gift

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Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
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SimplyTrustSimplyTrust EditorialJune 30, 2026