How to name beneficiaries and fund a trust at ConnectOne
Covers 8 deposit, 1 retirement, and 4 lending accounts — beneficiaries can be managed online
Customer Service
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Customer Service
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Client Connections Center (handles death/estate claims; no dedicated estate department)
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
There are two ways to keep your ConnectOne accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.
Each of ConnectOne's 13 accounts has different rules for how it transfers at death. The sections below explain the options for each.
- Full legal name
- Social Security number
- Date of birth
- Address
Special Requirements
- Maximum of four (4) beneficiaries per account
- POD designations are not available for business accounts
- Named beneficiaries override your will for these accounts
- IRA beneficiary designations are handled separately from POD designations on deposit accounts
Sources
Data sourced from ConnectOne primary sources (17 pages reviewed). How we research.
Download these ConnectOne instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against ConnectOne primary sources. Bring it to the branch or keep it beside the phone.
Customer Service
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Customer Service
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Client Connections Center (handles death/estate claims; no dedicated estate department)
ConnectOne Bank, 301 Sylvan Avenue, Englewood Cliffs, NJ 07632
Estate planning articles
Learn how to protect your ConnectOne accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Is this your situation?
Get a complete guide for your specific circumstances.
New Baby or Adoption
Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.
Learn more
Marriage
What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.
Learn more
New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
Learn more
Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreMore estate planning resources
Explore related tools and documents to complete your estate plan.
How Much Does Probate Cost?
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.
Who Inherits Without a Will?
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.
What Does Estate Planning Actually Cost?
See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.
How Much Does a Revocable Living Trust Cost?
Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.
How Much Does a Will Cost?
Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.
