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Trust, estate and other accounts at Chase

For life's pivotal moments

Support for what's next

Life brings change and with it financial decisions that can feel overwhelming. At Chase, we’re here to help guide you through life’s pivotal moments. Whether you're navigating a major transition or simply planning ahead, our specialists are ready to help you understand your options and build a plan.

Trust accounts

A trust bank account is established to hold funds on behalf of a trust. It is managed by the trustee, who is responsible for overseeing the account.

Estate accounts

An estate bank account is used by the executor to manage the assets of an estate. You can use this account to pay bills, taxes, and distribute money to heirs according to the will.

Guardianship accounts

A guardianship bank account is a special account used to manage the money and assets of a ward. It's used to pay for the ward's needs and manage their money according to court rules.