Estate planning at ConnectOne
How to protect 13 ConnectOne accounts — manage beneficiaries online, fund a trust in-branch, and file death claims
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Client Connections Center (handles death/estate claims; no dedicated estate department)
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Verified Jul 2026
How your ConnectOne accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 1 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 ConnectOne can be made online, in branch, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
ConnectOne has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 13 account types at ConnectOne.
View details →When someone dies
Death claim process
6-step process, 7 required documents, and contact information for survivors.
View details →ConnectOne 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, but trust accounts cannot be opened online. To open an account under a trust, visit a ConnectOne Bank banking office. Bring your complete trust agreement or Certification of Trust, government-issued photo ID for each trustee, and the trust tax identification number (EIN, or the grantor's SSN for a revocable trust). Call 844-266-2548 to discuss requirements before visiting.
Yes. ConnectOne Bank offers IRA Time Deposits with a $500 minimum deposit. IRAs must be opened at a branch and are not available online. IRA beneficiary designations are handled on the IRA itself, separate from POD designations on standard deposit accounts. An IRA cannot be retitled into a trust during life, but you can name a trust as the IRA beneficiary. Subject to IRS contribution limits and early withdrawal rules.
Sources
Data sourced from ConnectOne primary sources (17 pages reviewed). How we research.
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Customer Service
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
WebsiteLearn more→
Client Connections Center (handles death/estate claims; no dedicated estate department)
Phone1-844-266-2548
Emailsupport@cnob.com
Mailing Address
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Verified Jul 2026
Estate planning articles
Learn how to protect your ConnectOne accounts and other assets with trusts, beneficiary designations, and estate planning documents.
