Trust & Estate Banking
Specialized banking for trust & estate professionals.
Manage trust and estate accounts with a banking partner that understands the complexity of your work. We offer dedicated support, competitive rates, and account solutions for every matter you handle.
Account types for every matter you manage.
Purpose-built banking accounts for fiduciaries, trustees, and probate professionals.
Trust accounts
Support multiple signers, court requirements, and long-term oversight in one place.
Estate & probate accounts
Manage distributions, creditor payments, and court-blocked funds with a clear record from open to close.
Conservatorship & guardianship accounts
Protected, multi-signer accounts built for those who can't manage funds on their own.
Why professionals choose Axos.
We deliver banking tailored to the way fiduciaries, trustees, and probate professionals actually work.
A dedicated relationship manager.
No branch visits, no call centers. You work directly with a banker who knows your cases and responds when you need it.
Fully remote account opening.
E-signature services and a streamlined digital process get accounts open fast, without requiring signers to appear in person.
Competitive interest rates.
Earn on balances held during estate administration or trust management, with rates structured for professional use.
Customized for your practice.
Whether you manage a single estate or a large caseload, your banking plan is built around your volume and requirements.
Insured Cash Sweep¹
Protect your large, liquid deposits and gain access to expanded FDIC insurance IntraFi® Network Deposits.
Trust accounts for individuals and families.
Bring the same innovative banking experience to your personal fiduciary responsibilities. Axos trust accounts are designed for individuals managing family trusts, estates, and guardianships, combining seamless digital access with the security you expect from a trusted banking partner.
Maximize what your deposits earn.
Offset fees and enhance yield on short-term deposits with Insured Cash Sweep (ICS)1 through Axos Bank.
Built for case management.
When a matter is complicated, your bank should make it simpler, not harder.
- Multiple signers, no problem. Support for accounts requiring multiple signers across different states, with no in-person coordination required.
- Court-compliant account options. Court-blocked accounts and duplicate statement delivery available for matters with active judicial oversight.
- One statement, full visibility. Manage accounts across multiple institutions through a single Axos relationship, with consolidated reporting for your records.