Estate planning at Banner Bank
How to protect 16 Banner Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Banner Bank's Banner Wealth and Investment Services
Phone1-800-272-9933
Mailing Address
Banner Bank, P.O. Box 907, Walla Walla, WA 99362
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-800-272-9933
Mailing Address
Banner Bank, P.O. Box 907, Walla Walla, WA 99362
WebsiteNotify online→
Verified May 2026
How your Banner Bank 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.
Managing beneficiaries at Banner Bank is straightforward—changes can be made in branch, by mail, and by phone, typically taking 15-30 minutes in branch; longer by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Banner Bank: 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 16 account types at Banner Bank.
View details →When someone dies
Death claim process
Contact Banner Bank's Banner Wealth and Investment Services to file a claim. 5-step process, 7 required documents, and contact information for survivors.
View details →Banner Bank's Banner Wealth and Investment Services can answer questions about beneficiaries, trusts, or death claims at 1-800-272-9933.
Banner 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. Banner Wealth and Investment Services provides estate planning consultation through financial advisors associated with LPL Financial. Services include trust planning, durable and healthcare powers of attorney guidance, charitable giving strategies, and wealth transfer planning. Contact a local branch or call 800-272-9933 to connect with an advisor.
Yes. Existing deposit accounts (checking, savings, money market, CDs) can be retitled to your revocable living trust by visiting a Banner Bank branch with your Certification of Trust and trustee identification. The account does not need to be closed and reopened if the same SSN or EIN is used. IRA accounts cannot be retitled to a trust; use a beneficiary designation instead.
No. Banner Bank does not operate its own trust department. Banner Wealth and Investment Services delivers estate planning consultation through registered representatives of LPL Financial, and Banner Bank itself is not a registered broker-dealer or investment advisor. Banner Bank accepts trust-titled deposit accounts and will retitle existing checking, savings, money market, and CD accounts into a revocable living trust, but a corporate trustee arrangement is not offered. Name a successor trustee in your trust document and use Banner Bank only as the account custodian.
Sources
Data sourced from Banner Bank primary sources (21 pages reviewed). How we research.
Phone1-800-272-9933
Mailing Address
Banner Bank, P.O. Box 907, Walla Walla, WA 99362
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-800-272-9933
Mailing Address
Banner Bank, P.O. Box 907, Walla Walla, WA 99362
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Banner Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
