Estate planning at BankUnited
How to protect 15 BankUnited accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
BankUnited Client Care Center
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
BankUnited Client Care Center
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
BankUnited Client Care Center (no dedicated estate or claims department is published)
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
How your BankUnited accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 13 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary changes at BankUnited can be made in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at BankUnited: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at BankUnited.
View details →When someone dies
Death claim process
6-step process, 7 required documents, and contact information for survivors.
View details →Because BankUnited serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from BankUnited primary sources (19 pages reviewed). How we research.
BankUnited Client Care Center
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
BankUnited Client Care Center
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
BankUnited Client Care Center (no dedicated estate or claims department is published)
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
Estate planning articles
Learn how to protect your BankUnited accounts and other assets with trusts, beneficiary designations, and estate planning documents.
