Estate planning at Northrim Bank
How to protect 14 Northrim Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Northrim Bank's Northrim Bank Personal Banking
Phone1-907-562-0062
Emailcscsupport@nrim.com
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free (outside Anchorage)
Telebanking (Anchorage)
Telebanking (Fairbanks)
Telebanking (Mat-Su)
Telebanking (Southeast)
Telebanking (Toll-Free)
Fairbanks Branch
Mat-Su Branch
Homer
Juneau
Ketchikan
Kodiak
Nome
Sitka
Soldotna
WebsiteLearn more→
Phone1-907-562-0062
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free
WebsiteNotify online→
Verified May 2026
Northrim Bank has 14 accounts, each with different rules for what happens when the account holder dies. Of those, 12 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary designations at Northrim Bank can be managed in branch, by mail, and by phone, typically taking 15-30 minutes in branch; longer by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Northrim Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Northrim Bank.
View details →When someone dies
Death claim process
Contact Northrim Bank's Northrim Bank Personal Banking to file a claim. 5-step process, 7 required documents, and contact information for survivors.
View details →Reach Northrim Bank's Northrim Bank Personal Banking at 1-907-562-0062 for help with any of these procedures.
Because Northrim Bank 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. Existing deposit accounts (checking, savings, money market, CDs) can be retitled to your revocable living trust. Visit a Northrim Bank branch with your Certification of Trust and trustee identification. The process does not require closing and reopening the account if the same SSN or EIN is used. IRA accounts cannot be retitled to a trust.
No. Alaska does not impose a state estate tax or an inheritance tax. Beneficiaries and heirs who inherit Northrim Bank accounts owe no Alaska state tax on those funds at the time of inheritance. Federal estate tax may apply to large estates above the federal exemption threshold, but Alaska itself does not add a separate state-level tax on inherited assets.
Sources
Data sourced from Northrim Bank primary sources (15 pages reviewed). How we research.
Phone1-907-562-0062
Emailcscsupport@nrim.com
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free (outside Anchorage)
Telebanking (Anchorage)
Telebanking (Fairbanks)
Telebanking (Mat-Su)
Telebanking (Southeast)
Telebanking (Toll-Free)
Fairbanks Branch
Mat-Su Branch
Homer
Juneau
Ketchikan
Kodiak
Nome
Sitka
Soldotna
WebsiteLearn more→
Phone1-907-562-0062
Mailing Address
Northrim Bank, P.O. Box 241489, Anchorage, AK 99524
Toll-Free
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Northrim Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
