2B Bank Accounts | Claim My Legacy Estate Planning

STEP 2B: BANK ACCOUNTS

Now let's look at your bank accounts.

You do not need to provide account numbers or balances.

We only need enough information to identify the type of account and understand how you believe it is currently owned.

Not sure how an account is titled? That's okay. “Not sure” is a perfectly acceptable answer.

You don't need to know every answer. We'll work through this together.

Do you currently have any bank accounts? *

Yes
No
Not sure

Account 1: Bank or Credit Union and Type of Account. For example, “Chase checking” or “Desert Financial savings” is enough.

Does this account have a payable-on-death (POD) beneficiary or other beneficiary designation?

Yes
No
Not sure

Anything you'd like us to know about this account?

Do you have additional bank accounts? *

Yes
No

Additional Bank Accounts. Please list any other checking, savings, money market, CD, or similar bank accounts. The financial institution and type of account are enough for now.

New field *

After saving your information, return to this page and continue to Step 2C.

CONTINUE TO STEP 2C: INVESTMENTS