Estate planning and settlement at Tri Counties Bank
Report a death at 1-800-922-8742
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, 6 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.
To add or update beneficiaries at Tri Counties Bank, account holders work through direct contact with the institution.
Tri Counties Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 14 account types at Tri Counties Bank.
Preparing your estate →Death claim process
Report the death to Tri Counties Bank's General Assistance at 1-800-922-8742. The page lists the steps and the documents to send.
When someone dies →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
The Consumer Deposit Account Agreement provides a Trust & Other Fiduciary Account capacity, in which the signing trustees hold legal title for the named beneficiaries under a separate trust agreement and certify that they are authorized to manage the funds. The bank may ask for a copy of the relevant pages of the trust agreement, a trustee's certification of trust, or other documents, and it reserves the right to refuse some forms of ownership on any or all accounts.
Sources
Data sourced from Tri Counties Bank primary sources (34 pages reviewed). How we research.
Tri Counties Bank customer support
Customer Service (General Assistance)
Phone
Automated Telephone Banking
Corporate Headquarters, 63 Constitution Drive, Chico
International
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Tri Counties Bank 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.
