Life Services
Life Services
Life is full of change — and no matter where life takes you, we're here to support you with products, services and resources designed to help you live your best financial life with lower stress and greater ease.
Our financial services specialists and relationship managers are here for you. Learn more about the Life Services we provide, then schedule an appointment so we can help you with your specific needs — whatever life stage you may be experiencing.
Estate services
Losing someone can be stressful. Navigating their financial affairs doesn't have to be.
Explore estate services
Medallion signature guarantee
Needed for many securities transfers. Provided free of charge to our clients.
Explore medallion services
Elder financial care
We can assist you with the unique needs of financially caring for aging parents and loved ones.
Explore elder financial care
Notary services
Available in our financial centers — at no cost to our customers.
Explore notary services
Account changes
Recent marriage or divorce? We can help you update your account name, ownership, payable on death (POD) beneficiaries and more.
See what's needed for account updates
Power of attorney
You can designate someone to act on your behalf so they can assist you with handling your finances.
Explore power of attorney services
Estate services
Losing someone can be stressful. Navigating their financial affairs doesn't have to be.
Explore estate servicesMedallion signature guarantee
Needed for many securities transfers. Provided free of charge to our clients.
Explore medallion servicesElder financial care
We can assist you with the unique needs of financially caring for aging parents and loved ones.
Explore elder financial careNotary services
Available in our financial centers — at no cost to our customers.
Explore notary servicesAccount changes
Recent marriage or divorce? We can help you update your account name, ownership, payable on death (POD) beneficiaries and more.
See what's needed for account updatesPower of attorney
You can designate someone to act on your behalf so they can assist you with handling your finances.
Explore power of attorney servicesEstate services
Losing someone can be stressful. Navigating their financial affairs doesn't have to be.
Explore estate servicesMedallion signature guarantee
Needed for many securities transfers. Provided free of charge to our clients.
Explore medallion servicesElder financial care
We can assist you with the unique needs of financially caring for aging parents and loved ones.
Explore elder financial careNotary services
Available in our financial centers — at no cost to our customers.
Explore notary servicesAccount changes
Recent marriage or divorce? We can help you update your account name, ownership, payable on death (POD) beneficiaries and more.
See what's needed for account updatesPower of attorney
You can designate someone to act on your behalf so they can assist you with handling your finances.
Explore power of attorney services