Estate planning at Associated Bank
How to protect 17 Associated Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Associated Bank's Private Wealth - Trust & Estate Administration
Private Wealth - Trust & Estate Administration
Customer Care (account holder deceased)
Associated Bank, WE CARE Department, 1305 Main Street, MS 7722, Stevens Point, WI 54481-0327
Associated Bank has 17 accounts, each with different rules for what happens when the account holder dies. Of those, 15 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Managing beneficiaries at Associated Bank is straightforward—changes can be made in branch and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Associated Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at Associated Bank.
View details →When someone dies
Death claim process
Contact Associated Bank's Private Wealth - Trust & Estate Administration to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →Reach Associated Bank's Private Wealth - Trust & Estate Administration at 1-800-431-4649 for help with any of these procedures.
Associated Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Associated Bank allows deposit accounts such as checking, savings, money market, and CDs to be retitled to a revocable living trust. Visit a branch with your trust document or Certificate of Trust, government-issued IDs for all trustees, and the trust EIN if applicable. You can also call Wealth Services at 1-800-431-4649 for guidance.
Associated Bank will not permit an agent to designate, remove, or change POD beneficiaries unless the bank determines that the document establishing the agency clearly authorizes the agent to exercise testamentary powers.
Sources
Data sourced from Associated Bank primary sources (22 pages reviewed). How we research.
Private Wealth - Trust & Estate Administration
Customer Care (account holder deceased)
Associated Bank, WE CARE Department, 1305 Main Street, MS 7722, Stevens Point, WI 54481-0327
Estate planning articles
Learn how to protect your Associated Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
