Estate services from Chase

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couple walking down path considering estate services

Estate Services

We understand.

This may be an emotionally stressful time, and navigating through a loved one’s financial affairs can be challenging. You may have questions, or maybe you aren’t sure where to start—we’re ready to help.

Contact us to get started.

If your loved one had multiple accounts with us—maybe a savings or checking account and a mortgage, credit card or other type of account—we can help you start the process for all of them at once. We can let you know your options, get started on any forms and help you handle your loved one’s finances as quickly as possible.

Go to a local Chase branch

Call 1-866-926-6909
Monday-Friday, 8 AM to 9 PM ET

You may be asked for the following information:

The deceased person’s Social Security number
Your information and relationship to the deceased person
The deceased person’s date of death
A Death Certificate
The contact information (name, address and phone number) of the Executor/Administrator of the estate, attorney, personal representative or the person with whom we can speak regarding financial matters for the deceased person.

Only need help with a home lending account?

A home is often one of the biggest assets a person has. If you already know what you’d like to do about your loved one’s mortgage or home equity account, our helpful kits and forms may be able to get you started quickly.

Browse home lending forms

Life Events phone number 1-866-299-6752
Hours of operation 8am-9pm est. Monday thru Friday, Closed Saturday and Sunday

You may be asked for the following information:

The deceased person's loan number
The deceased person's Social Security number
Your information and relationship to the deceased person
A Death Certificate
The contact information (name, address and phone number) of the Executor/Administrator of the estate, attorney, personal representative or the person with whom we can speak regarding financial matters for the deceased person.

Only need help with an auto account?

If you need assistance dealing with your loved one's auto account, we're here to help.

See Auto FAQs.

Estate services from Chase

Checking Accounts

Savings Accounts & CDs

Prepaid Card

Credit Cards

Mortgages

Home Equity Line of Credit

Car Buying & Loans

Planning & Investments

Chase Private Client

Business Banking

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