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  • Estate Services - Chase. com
    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
  • JPMorgan Chase Estate Death Notification Guide (2026)
    The surviving joint owner typically needs only a certified death certificate to have the decedent's name removed The account usually remains open, and funds remain accessible to the survivor
  • Steps to take after losing a family member - Chase. com
    Secure original death certificate and send copies to requestors Obtain or gather all financial documents (e g , stock, mutual fund, annuities, brokerage, checking, savings, money market, IRA, 401(k), pension plans, certificates of deposit, bonds, and other personal, auto, loan or mortgage contracts)
  • Frequently asked questions | Estate services | Chase. com
    Additional documentation may be needed to show a person has authority to receive account information and or pay the decedent’s debts from the assets of the decedent’s estate
  • What to do after losing a loved one - Chase. com
    This checklist can help you with some of the most common matters you’ll need to address Each institution or company may have different legal document requirements, so please consult with an attorney, tax advisor and or financial planner to discuss your specific situation
  • How to Claim Deceased Bank Accounts Without Probate
    There are several ways to access a deceased person's bank accounts without probate, from payable-on-death designations to small estate affidavits Several types of bank accounts pass directly to a surviving family member or named beneficiary without going through probate
  • How to Close Bank Accounts After Death: Complete Guide (2026)
    Chase will freeze accounts upon notification of the death You will need to provide a certified death certificate, letters testamentary or letters of administration, and valid identification Chase may also request the EIN for the estate if you are transferring funds to an estate account
  • Claim Deceased Bank Accounts Without Probate: A Practical Guide for . . .
    When a loved one passes away, the question of who can access their bank accounts often arises quickly In many U S states, some or all of a deceased person’s accounts can be claimed without formal probate, using simplified processes designed for small estates or set amounts
  • How to Claim a Deceased Bank Account Without Probate
    The bank typically requires the affidavit, a death certificate and proof of identity before releasing funds Eligibility depends on the total value of the estate and state law
  • How to Fill Out a Small Estate Affidavit: Step by Step
    A small estate affidavit can help you transfer assets without probate Here's how to check eligibility, fill out the form, and avoid common mistakes





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