Bank accounts · United States
Chase account process
Chase provides an estate-services process for notification and document review. The result depends on account ownership, beneficiaries, debts, estate authority, and the documents applicable to the account.
Independent educational guide. BeforeHand is not affiliated with Chase. Confirm current requirements through the official source.
What to prepare
- Customer's legal name and identifying account information
- Certified death certificate if requested
- Your identification and contact information
- Will, trust, court order, letters testamentary, or letters of administration when applicable
- A log for the Chase case number and follow-up
Step-by-step process
- Use Chase Estate Services to notify the bank or schedule the appropriate contact.
- Ask which documents apply to each account rather than sending every record by default.
- Record the case number issued for the estate and use it for later contact.
- Confirm whether the account will be restricted, transferred, retitled, paid to a beneficiary, or handled through an estate account.
- Keep the task open until Chase provides written or otherwise reliable confirmation of the outcome.
What to arrange in advance
Review account ownership, payable-on-death or transfer-on-death arrangements where available, beneficiaries, and financial power-of-attorney planning while the customer can make those decisions. A power of attorney generally addresses a live customer's affairs and is not estate authority after death.
Official source
Provider processes change. Use the official page below for current forms, channels, and documentation requirements.
Chase Estate Services →