Estate planning at Pacific Premier Bank

Yes. Pacific Premier Bancorp was acquired by Columbia Banking System, Inc. The transaction closed on September 2, 2025, and Pacific Premier Bank now operates under the Columbia Bank brand. Systems integration was completed on January 26, 2026, and all former Pacific Premier accounts have been fully converted to Columbia Bank systems. The combined company operates over 350 locations across eight western states with approximately $70 billion in assets.

Yes. Bring your trust agreement or Certification of Trust to any Columbia Bank branch, along with trustee identification and the trust's Tax Identification Number. The bank accepts both revocable and irrevocable trust accounts for checking, savings, CDs, and money market accounts. For self-directed IRA trust accounts, contact Columbia Private Trust at 800-962-4238.

Columbia Private Trust (formerly Pacific Premier Trust) is the self-directed IRA custodial division of Columbia Bank. It manages over $18 billion in assets under custody and approximately 31,000 client accounts. The division supports self-directed IRAs that can hold alternative assets such as real estate, private equity, promissory notes, and marketable securities. For new accounts, call 855-453-4960. For existing client service, call 800-962-4238.

Columbia Bank offers Traditional and Roth IRA savings and CD accounts. The bank also provides self-directed IRA custodial services through Columbia Private Trust, which supports alternative investments. IRAs cannot be retitled to a trust, but a trust may be named as the IRA beneficiary.

Columbia Bank offers three personal checking accounts: Foundation Checking for customers new to banking or restarting their banking journey (Bank On-certified); Embark Checking, a standard checking account with no monthly maintenance fee; and Pinnacle Checking, an interest-bearing premium checking account with enhanced benefits. Former Pacific Premier Bank customers were transitioned to these Columbia Bank products.

All Pacific Premier Bank accounts transitioned to Columbia Bank following the September 2, 2025 merger closing. Systems integration was completed on January 26, 2026, and all accounts, online banking, and services have been fully converted to Columbia Bank systems. For questions about the transition, visit columbiabank.com/ppbi or call 866-486-7782.

Yes. Columbia Trust Company, a division of Columbia Bank, provides trust administration, estate management, and wealth transfer services. Columbia Private Bank also offers integrated financial planning through dedicated relationship managers. For self-directed IRA custodial services, Columbia Private Trust (formerly Pacific Premier Trust) serves individual investors and financial professionals.