Estate planning and settlement at Northrim Bank
Report a death at 1-800-478-2265
Northrim Bank has 17 accounts, each with different rules for what happens when the account holder dies. Of those, 9 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 management at Northrim Bank is handled through direct contact.
Northrim Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to review 17 account types at Northrim Bank.
Preparing your estate →Death claim process
Report the death to Northrim Bank Call Center at 1-800-478-2265. The page lists the steps and the documents to send.
When someone dies →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.
Sources
Data sourced from Northrim Bank primary sources (16 pages reviewed). How we research.
Northrim Bank customer support
Northrim Bank Call Center
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Fairbanks
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Telebanking (Fairbanks)
Telebanking (Mat-Su)
Telebanking (Southeast)
Telebanking (Toll-Free)
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Estate planning articles
Learn how to protect your Northrim Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
