Estate planning at BankUnited
How to protect 17 BankUnited accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
BankUnited Customer Care Center
Phone(877) 779-2265
Mailing Address
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
WebsiteLearn more→
BankUnited Customer Care Center
Phone(877) 779-2265
Mailing Address
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
WebsiteLearn more→
BankUnited Customer Care Center
Phone(877) 779-2265
Mailing Address
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
Verified Apr 2026
How your BankUnited accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 15 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 17 account types at BankUnited.
View details →When someone dies
Death claim process
4-step process, 5 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.
Frequently asked questions
Yes. CDs at BankUnited can be retitled into a revocable living trust. Visit a BankUnited branch with your trust agreement or Certificate of Trust, government-issued photo ID for all trustees, and the trust EIN if applicable. The bank will retitle the CD into the name of the trust. Early withdrawal penalties are not triggered by retitling. The CD terms, maturity date, and interest rate remain unchanged.
Sources
Data sourced from BankUnited primary sources (15 pages reviewed). How we research.
BankUnited Customer Care Center
Phone(877) 779-2265
Mailing Address
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
WebsiteLearn more→
BankUnited Customer Care Center
Phone(877) 779-2265
Mailing Address
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
WebsiteLearn more→
BankUnited Customer Care Center
Phone(877) 779-2265
Mailing Address
BankUnited, N.A., 14817 Oak Lane, Miami Lakes, FL 33016
Verified Apr 2026
Estate planning articles
Learn how to protect your BankUnited accounts and other assets with trusts, beneficiary designations, and estate planning documents.
