Settling an Estate at Banks, Brokerages, and Insurers

Each institution's own death claim page: the documents it asks for, the steps it follows, where to send them, and how an estate account or an executor reaches the account.

All Planning ahead Settling an estate

State

First Hawaiian

Death claim: 6 steps, 7 required documents and Personal Trusts Services (Wealth Management Group)

First Hawaiian

First Horizon

Death claim: 5 steps, 4 required documents and Trust and Estate Planning (trust services provided by First Horizon Bank itself; First Horizon Wealth Management is the marketing name)

First Horizon

First Intl Bank

Death claim: 5 steps, 7 required documents and Wealth Enhancement Trust Services (formerly FIBT Wealth Services Division)

First Intl Bank

First Interstate

Death claim: 4 steps and Trust and Estates (First Interstate Wealth Management)

First Interstate

First Merchants

Death claim: 6 steps, 7 required documents and Private Wealth Advisors - Fiduciary Services

First Merchants

First National Bank Alaska

Death claim: 4 steps, 2 required documents and Wealth Management and Trust (estate administration; serves as corporate executor or personal representative)

First National Bank Alaska

First PREMIER

Death claim: 4 steps and 4 required documents

First PREMIER

First Savings

Death claim: 3 steps, 5 required documents and First Merchants Private Wealth Advisors (estate planning and administration, guardianships, trusts, IRAs)