Estate planning and settlement at Pacific Enterprise
Report a death at 1-855-476-2265
Pacific Enterprise has merged with another institutionMerged, effective February 2022
Pacific Enterprise Bank merged into United Business Bank, a BayCom Corp subsidiary, effective February 1, 2022. The former Pacific Enterprise Bank office at 17748 Sky Park Circle, Suite 100, Irvine, CA 92614 is a United Business Bank branch: 949.623.7600, Monday - Friday 9:00 am - 4:00 pm. The pacificenterprisebank.com website no longer serves a site.
How your Pacific Enterprise accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
There are two sides to estate planning at Pacific Enterprise: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to review 14 account types at Pacific Enterprise.
Preparing your estate →Death claim process
Report the death to Pacific Enterprise at 1-855-476-2265. The page lists the steps and the documents to send.
When someone dies →Pacific Enterprise operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Pacific Enterprise primary sources (22 pages reviewed). How we research.
Pacific Enterprise customer support
United Business Bank Client Support
Phone
Irvine branch, former Pacific Enterprise Bank office
Telephone Banking
Hours
Website
Estate planning articles
Learn how to protect your Pacific Enterprise accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
