Estate planning at Atlantic Union
How to protect 17 Atlantic Union accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Atlantic Union's Trust & Asset Management
1051 East Cary Street, Suite 1200, Richmond, VA 23219
Trust & Asset Management
4300 Cox Road, Glen Allen, VA 23060
Customer Care / Trust & Asset Management
1051 East Cary Street, Suite 1200, Richmond, VA 23219
Atlantic Union offers 17 consumer accounts that interact with estate planning in distinct ways. Of those, 14 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary changes at Atlantic Union can be made in branch. Accounts can also be retitled into a trust to keep them out of probate entirely.
Atlantic Union has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at Atlantic Union.
View details →When someone dies
Death claim process
Contact Atlantic Union's Trust & Asset Management to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →Reach Atlantic Union's Trust & Asset Management at 855-244-3767 for help with any of these procedures.
Because Atlantic Union serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. Deposit accounts including checking, savings, money market, and CDs can be retitled into a revocable living trust. Visit a branch with your trust agreement or Certificate of Trust, government-issued photo ID for all trustees, and the trust tax identification number (EIN) if applicable. You can also call Trust & Asset Management at 855-244-3767 to begin the process by phone. IRA and HSA accounts cannot be retitled to a trust but can name a trust as beneficiary.
Yes. Atlantic Union Wealth Management can serve as sole trustee, co-trustee, or agent for trustees, including directed and administrative trustee roles, and can also serve as executor or co-executor. Their Trust Advisors review wills, powers of attorney, medical directives, and trust documents, and they manage special needs trusts, charitable trusts, life insurance trusts, foundation trusts, endowments, and irrevocable trusts. Estate settlement services include asset gathering and inventory, court communications, beneficiary distribution, and fiduciary tax coordination. Contact Trust & Asset Management at 855-244-3767.
Sources
Data sourced from Atlantic Union primary sources (20 pages reviewed). How we research.
1051 East Cary Street, Suite 1200, Richmond, VA 23219
Trust & Asset Management
4300 Cox Road, Glen Allen, VA 23060
Customer Care / Trust & Asset Management
1051 East Cary Street, Suite 1200, Richmond, VA 23219
Estate planning articles
Learn how to protect your Atlantic Union accounts and other assets with trusts, beneficiary designations, and estate planning documents.
