Chase Estate Services

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Estate Services

Let us know you've lost someone.

Notify us online Download our checklist to manage the details. (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

If you have questions or need additional information, reach out to us using one of the options below.

Let us know

You can notify us in a single step. Choose one of the three methods below and we'll share the notification across the bank.

Online: Notify us
By Phone: 1-866-926-6909, Monday-Friday from 8 AM to 7 PM ET. We accept operator relay calls.
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 and Card Accounts (Checking/Savings/Credit cards):
1-866-926-6909 Mon-Fri 8 am to 7 pm ET or Schedule a meeting at your closest branch
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 8 pm ET
J.P. Morgan Investment Accounts: 1-800-648-4782
Mon-Fri 8 am to 8 pm ET, Saturday 8 am to 6 pm ET

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

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 7 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 and Card Accounts (Checking/Savings/Credit cards):
1-866-926-6909 Mon-Fri 8 am to 7 pm ET or Schedule a meeting at your closest Branch
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 8 pm ET
J.P. Morgan Investment Accounts: 1-800-648-4782
Mon-Fri 8 am to 8 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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