Estate planning at Central Bank
How to protect 10 Central Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Central Bank's Central Trust Company (Wealth Management)
C
Customer Service
Phone1-866-236-8744
InfoLine (Telephone Banking)
Online Banking Technical Support
WebsiteLearn more→
Central Trust Company (Wealth Management)
WebsiteLearn more→
Verified Jun 2026
Central Bank offers 10 consumer accounts that interact with estate planning in distinct ways. Of those, 9 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.
At Central Bank, beneficiary designations are managed 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 Central 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 10 account types at Central Bank.
View details →When someone dies
Death claim process
Contact Central Bank's Central Trust Company (Wealth Management) to file a claim. 5-step process, 4 required documents, and contact information for survivors.
View details →Because Central Bank 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 Central Bank primary sources (9 pages reviewed). How we research.
C
Customer Service
Phone1-866-236-8744
InfoLine (Telephone Banking)
Online Banking Technical Support
WebsiteLearn more→
Central Trust Company (Wealth Management)
WebsiteLearn more→
Verified Jun 2026
Estate planning articles
Learn how to protect your Central Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
