Estate planning at Mechanics Bank
How to protect 14 Mechanics Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Mechanics Bank's Wealth Management - Trust & Estate Services
Customer Care
Mechanics Bank, 1111 Civic Drive, Walnut Creek, CA 94596
Wealth Management - Trust & Estate Services
Mechanics Bank, 1111 Civic Drive, Walnut Creek, CA 94596
Customer Care (deceased accounts; Mechanics Bank has no separate bereavement department or claims form)
Mechanics Bank, 1111 Civic Drive, Walnut Creek, CA 94596 (confirm the routing address with Customer Care before mailing original documents)
How your Mechanics Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Managing beneficiaries at Mechanics Bank is straightforward—changes can be made in branch and by phone, typically taking 15-30 minutes at a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Mechanics Bank 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 Mechanics Bank.
View details →When someone dies
Death claim process
Contact Mechanics Bank's Wealth Management - Trust & Estate Services to file a claim. 6-step process, 8 required documents, and contact information for survivors.
View details →Reach Mechanics Bank's Wealth Management - Trust & Estate Services at 925-482-8060 for help with any of these procedures. Email inquiries can be sent to wealth@mechanicsbank.com.
Because Mechanics Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Mechanics Bank primary sources (17 pages reviewed). How we research.
Customer Care
Mechanics Bank, 1111 Civic Drive, Walnut Creek, CA 94596
Wealth Management - Trust & Estate Services
Mechanics Bank, 1111 Civic Drive, Walnut Creek, CA 94596
Customer Care (deceased accounts; Mechanics Bank has no separate bereavement department or claims form)
Mechanics Bank, 1111 Civic Drive, Walnut Creek, CA 94596 (confirm the routing address with Customer Care before mailing original documents)
Estate planning articles
Learn how to protect your Mechanics Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
