Estate planning at Tri Counties Bank
How to protect 16 Tri Counties Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Tri Counties Bank's Tri Counties Advisors (Raymond James Financial Services)
Tri Counties Bank Customer Service
Tri Counties Bank, 63 Constitution Drive, Chico, CA 95973
Customer Service (Death Claims)
Tri Counties Bank, 63 Constitution Drive, Chico, CA 95973
How your Tri Counties Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary designations at Tri Counties 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.
Tri Counties Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at Tri Counties Bank.
View details →When someone dies
Death claim process
Contact Tri Counties Bank's Tri Counties Advisors (Raymond James Financial Services) to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Tri Counties Bank's Tri Counties Advisors (Raymond James Financial Services) at 1-800-922-8742.
Tri Counties Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Tri Counties Bank accepts both revocable and irrevocable trust accounts for checking, savings, money market, and CD accounts. Visit a local branch with your Certification of Trust (or full trust agreement), trustee identification, and the trust Tax Identification Number. Existing accounts can also be retitled to a trust without closing them.
Yes. Existing deposit accounts (checking, savings, money market, CDs) can be retitled to your revocable living trust. Visit a Tri Counties 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.
Yes. Tri Counties Advisors, through an affiliation with Raymond James Financial Services, Inc., provides wealth management and financial planning services including retirement planning and estate-related guidance. Contact a local branch or call 800-922-8742 to connect with an advisor.
Sources
Data sourced from Tri Counties Bank primary sources (24 pages reviewed). How we research.
Tri Counties Bank Customer Service
Tri Counties Bank, 63 Constitution Drive, Chico, CA 95973
Customer Service (Death Claims)
Tri Counties Bank, 63 Constitution Drive, Chico, CA 95973
Estate planning articles
Learn how to protect your Tri Counties Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
