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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Banco Popular→Preparing your estate

Estate planning options at Banco Popular

Covers 3 deposit, and 1 retirement accounts at Banco Popular

Banco Popular

Subsidiary of Popular, Inc.

popular.com→
B

Customer Service

Phone787-724-3650
Estate Processing / general line
787-724-3659
Card Products
787-758-0505
TDD (Hearing Impaired)
787-753-9677
WebsiteLearn more→

Customer Service

Phone787-724-3650
Estate Processing / general line
787-724-3659
Card Products
787-758-0505
TDD (Hearing Impaired)
787-753-9677
WebsiteLearn more→

Estate Processing (696)

Phone787-724-3659
Mailing Address

Banco Popular de Puerto Rico, Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708

WebsiteNotify online→
Verified Jul 2026

Preparing your Banco Popular accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and aligning account ownership with your broader estate plan. Both approaches bypass probate, but they work differently depending on the account type.

The transfer rules at Banco Popular vary across 4 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.

Contact Banco Popular directly for information about adding or updating beneficiary designations on your accounts.

Why trust accounts are not available

Banco Popular does not currently support retitling accounts into a trust. The alternative is to name a trust as the Transfer on Death beneficiary, which provides similar probate-avoidance benefits while keeping the account in the individual's name.

Personal Checking AccountSavings AccountCertificate of Deposit

Personal Checking Account

Sole accounts pass through Puerto Rico succession (Declaration of Heirs); joint accounts may pass to the surviving co-owner.

Joint WROSProbate Required

Savings Account

Sole accounts pass through Puerto Rico succession; joint accounts may pass to the surviving co-owner.

Joint WROSProbate Required

Certificate of Deposit

Joint WROSProbate Required
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • popular.com
  • resourcecenter.popular.com
  • documents.popular.com

Data sourced from Banco Popular primary sources (11 pages reviewed). How we research.

Banco Popular

Subsidiary of Popular, Inc.

popular.com→
B

Customer Service

Phone787-724-3650
Estate Processing / general line
787-724-3659
Card Products
787-758-0505
TDD (Hearing Impaired)
787-753-9677
WebsiteLearn more→

Customer Service

Phone787-724-3650
Estate Processing / general line
787-724-3659
Card Products
787-758-0505
TDD (Hearing Impaired)
787-753-9677
WebsiteLearn more→

Estate Processing (696)

Phone787-724-3659
Mailing Address

Banco Popular de Puerto Rico, Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Banco Popular accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Banco Popular accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

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Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

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