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Estate Services

We're here to help when a loved one passes away

Knowing where to begin when handling someone else’s financial affairs can be overwhelming. Rest assured; our team is here to help guide you with the knowledge and tools necessary to make informed financial decisions.

Getting started

While each situation is unique, here are the general steps you can take to make changes on an account of someone who passes away.
When you're ready, here's how to get started.

Client Resource Guide

Get additional information on account ownership, specific product teams and contact information.

Using Bank of America Estate Services online

This step-by-step guide will walk you through the case management tabs and tools available to you online.

Additional information to consider

Below you’ll find common questions and other factors impacting an estate settlement. Keep in mind that the answers can vary based on the state of residence of the deceased.

Convenient ways to reach us

Schedule an appointment

Hours of Operation

M-F 9-4pm Sat 9-12pm

Call us at 888-689-4466

Hours of Operation

M-F 9-8pm EST

Chat with us

Hours of Operation

M-F 9-7pm EST