Chase Estate Services

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Estate Services

Estate's Checklist (PDF)

We recognize this is a very emotional time. We're here to help.

Knowing where to go for assistance when someone close to you has passed away can be overwhelming. Our focus is to assist during these challenging times and provide a resolution as soon as possible.

What to expect when handling a loved one's accounts.

We'll support you every step of the way. Download our Estate Planning Checklist (PDF) for ways to get further help.

Contact us

Let Us Know

Please notify us, and we'll share the notification across the bank. We accept operator relay calls.

By Phone: 1-866-926-6909 Mon-Fri 8 am to 9 pm ET
In Person: Schedule a meeting at your closest Branch

We may request a few of the following items based on the customers relationship with us:

Death certificate
Proof of your identification, e.g., passport, driver’s license, or a valid state issued ID card
Your relationship to the deceased
Deceased person’s Social Security number and/or account number

Making Changes and Closing Accounts

To close or make updates to a deceased customer’s account, please contact the applicable department:

Retail Accounts (Checking/Savings): 1-866-893-0745
Mon-Fri 8 am 7 pm ET or Schedule a meeting at your closest Branch
Card Accounts: 1-866-926-6909 Mon-Fri 8 am to 9 pm ET
Auto Accounts: 1-877-828-4771 Mon-Fri 9 am to 5:30 pm ET
Home Lending Accounts: 1-866-299-6752 Mon-Fri 8 am to 9 pm ET
J.P. Morgan Investment Accounts: 1-800-392-5749 option 1
Mon-Fri 8 am to 9 pm ET, Saturday 8 am to 6 pm ET

Note: Required documents may vary by account and state requirements and may impact settlement time.

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