Account Settlements

When you lose a loved one, lean on us.

During the most difficult times in life, your Fortera family is here to help. In the event of a loved one's passing, read below to learn how to connect with us and begin the process of closing any remaining accounts. Please, take your time. We're ready when you are.

Help when you are hurting.

We are so sorry for your loss and cannot begin to imagine how you are feeling. We want to help you take the time that you need to be with your loved ones and to heal. When you are ready to begin the process of closing a loved one's account(s), we will connect you with a member of our Priority Care Team. That team member will be your guide and support when going through this process. We promise to not pass you from person to person and we will meet you wherever you are comfortable - on the phone, via video from the comfort of your couch, or in one of our private offices. The choice is completely up to you.

If you are feeling overwhelmed and unsure where to start, simply send us an email and let us come to you.

How to connect with us.


Fill out and submit our guided online form. One of our Priority Care team members will reach out via phone, email, or video (the choice is yours) to complete the process.

Schedule a Video Call

Schedule a video call with us to review any important details or documentation from the comfort of your own home.

Schedule an Appointment

Schedule an in-person appointment with us to review your loved one's accounts and share any required documentation in one of our private offices.

Come see us.

Check our branch locations and hours to find the one that works best for you and your schedule. Schedule your appointment online or use our video chat to speak with a team member face to face from the comfort of your own home.