Estate planning and settlement at Westamerica Bank
Report a death at 1-800-848-1088
Westamerica Bank offers 10 consumer accounts that interact with estate planning in distinct ways. Of those, 7 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary management at Westamerica Bank is handled through direct contact. The Investment Management and Trust Services coordinates these changes.
Westamerica Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to review 10 account types at Westamerica Bank.
Preparing your estate →Death claim process
Report the death to Westamerica Bank's Customer Service Representatives at 1-800-848-1088. The page lists the steps and the documents to send.
When someone dies →Westamerica Bank's Investment Management and Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-800-359-7562.
Westamerica 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.
Sources
Data sourced from Westamerica Bank primary sources (14 pages reviewed). How we research.
Westamerica Bank customer support
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Estate planning articles
Learn how to protect your Westamerica 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.
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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.
