Specialized accounts, tools and bankers for the way fiduciaries work.
When you take on a new case, deadlines, account setup, fund segregation and coordination with courts, attorneys and co-fiduciaries all start at once. Banc of California’s fiduciary banking team works with professional fiduciaries, trust and probate attorneys, and their clients to support case-account setup, FDIC coverage options for larger estate balances, and view-only access for authorized advisors.
Whether you manage a handful of cases or a full firm caseload, you should be able to see all your client accounts from one place and give your team exactly the access they need.
Every appointment comes with deadlines, court oversight and the need to keep client funds clearly segregated. Our account types are built around those realities.
Attorneys, CPAs and co-fiduciaries need to stay informed without taking transactional control. We make that distinction easy to manage.
Fiduciary work runs on specifics, including court calendars, accounting deadlines and the practical mechanics of handling client funds. Our team works with these every day.
A printable summary of account solutions, treasury tools and services built for professional fiduciaries.
Professional fiduciary banking is a specialized set of account, treasury and service solutions for fiduciaries who manage funds on behalf of clients, estates, trusts, conservatorships or other fiduciary relationships. It is designed to support needs such as new-case account setup, segregation of client funds, FDIC coverage options for larger estate balances and structured access for authorized third parties.
Banc of California’s fiduciary banking program includes single-login access across client accounts, treasury management services (such as ACH, wires, remote deposit capture, bill pay and Zelle®), digital account opening, role-based permissions, mandated blocked and controlled accounts, litigation escrow and disbursement accounts, FDIC coverage options through IntraFi Cash Service (ICS®), non-signer debit cards with spending limits, and dedicated fiduciary banker support.
Yes. Banc of California offers single-login access so eligible fiduciary clients can view and manage their client accounts from one place, with role-based permissions intended to support segregation of duties and internal controls.
Banc of California uses master signature cards to help streamline account opening for new appointments, which can reduce repeat paperwork when you are appointed to additional cases. Digital account opening is also available, including for out-of-state clients.
Available account types include estate and client accounts, mandated blocked and controlled accounts, litigation escrow accounts and disbursement accounts. A Relationship Manager can help identify the appropriate structure based on the requirements of your matter.
Yes. Banc of California offers “view-only” online access for attorneys, CPAs and other authorized third parties designated by the account holder, allowing them to view account activity without transactional authority. Access permissions are configured by the account holder in accordance with applicable account agreements.
Yes. Banc of California offers access to expanded FDIC coverage through IntraFi Cash Service (ICS®), which places deposits across a network of FDIC-insured institutions. ICS® is commonly used for estate and client accounts that may exceed standard FDIC insurance limits at a single institution.
Treasury management services available to eligible fiduciary clients include ACH, wires, remote deposit capture, bill pay, Zelle®, account reporting, role-based access and multilayered fraud protection.
Yes. Banc of California offers digital account opening, including for out-of-state clients, to help reduce paperwork in new-case setup.
Fiduciary banking clients work with fiduciary bankers and Relationship Managers experienced in this area, who coordinate with trust and probate attorneys, CPAs and other advisors in the client’s professional network.
Tell us about your practice. We’ll connect you with a banker who works with professional fiduciaries.
All accounts are subject to approval and applicable fees, terms, and conditions. See banker for details. Banc of California is an equal opportunity lender. This is not a commitment to lend. All offers of credit are subject to credit approval.
IntraFi, IntraFi Cash Service, and ICS are registered trademarks of IntraFi LLC. Zelle and the Zelle-related marks are wholly owned by Early Warning Services, LLC.
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