Estate planning at Greenwood
How to protect 3 Greenwood accounts — manage beneficiaries by phone, and file death claims
Greenwood Community Support
Greenwood, 75 Pharr Rd #550389, Atlanta, GA 30355
Greenwood Community Support
Greenwood, 75 Pharr Rd #550389, Atlanta, GA 30355
Greenwood Community Support (no dedicated estate or bereavement team)
Greenwood, 75 Pharr Rd #550389, Atlanta, GA 30355
Greenwood offers 3 consumer accounts that interact with estate planning in distinct ways. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Account holders can update their beneficiary designations at Greenwood by phone.
There are two sides to estate planning at Greenwood: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, and review 3 account types at Greenwood.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
No. The Greenwood Inc. Account Terms & Conditions define Greenwood accounts as "Personal Accounts ... in the names of natural persons (individuals)" and prohibit business use; the app offers no joint, entity, or trust ownership. So a Greenwood spending, savings, or investment account cannot be retitled to a revocable trust, and there is no POD designation on the deposit side either -- these balances pass through your estate. If the money is supposed to be a trust asset, it has to live at an institution that titles accounts to trusts.
Sources
Data sourced from Greenwood primary sources (10 pages reviewed). How we research.
Greenwood Community Support
Greenwood, 75 Pharr Rd #550389, Atlanta, GA 30355
Greenwood Community Support
Greenwood, 75 Pharr Rd #550389, Atlanta, GA 30355
Greenwood Community Support (no dedicated estate or bereavement team)
Greenwood, 75 Pharr Rd #550389, Atlanta, GA 30355
Estate planning articles
Learn how to protect your Greenwood accounts and other assets with trusts, beneficiary designations, and estate planning documents.
