Estate planning at IBC Bank
How to protect 16 IBC Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through IBC Bank's IBC Investment Services (Estate Planning)
Online Banking Support
1200 San Bernardo Ave, Laredo, TX 78042-1359
IBC Investment Services (Estate Planning)
1200 San Bernardo Ave, Laredo, TX 78042-1359
Estate/death claims are handled at the account's home branch (no central estate unit)
Written notice of death / termination of agent authority: Dennis E. Nixon, President, International Bancshares Corporation, P.O. Drawer 1359, Laredo, TX 78042-1359 (address named in the IBC Deposit Account Agreement)
IBC Bank offers 16 consumer accounts that interact with estate planning in distinct ways. Of those, 12 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 IBC Bank can be managed in branch, 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.
There are two sides to estate planning at IBC Bank: 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 in-branch, fund a trust in-branch, and review 16 account types at IBC Bank.
View details →When someone dies
Death claim process
Contact IBC Bank's IBC Investment Services (Estate Planning) to file a claim. 7-step process, 7 required documents, and contact information for survivors.
View details →Reach IBC Bank's IBC Investment Services (Estate Planning) at (956) 722-7611 for help with any of these procedures.
IBC Bank is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from IBC Bank primary sources (32 pages reviewed). How we research.
Online Banking Support
1200 San Bernardo Ave, Laredo, TX 78042-1359
IBC Investment Services (Estate Planning)
1200 San Bernardo Ave, Laredo, TX 78042-1359
Estate/death claims are handled at the account's home branch (no central estate unit)
Written notice of death / termination of agent authority: Dennis E. Nixon, President, International Bancshares Corporation, P.O. Drawer 1359, Laredo, TX 78042-1359 (address named in the IBC Deposit Account Agreement)
Estate planning articles
Learn how to protect your IBC Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
