Estate planning articles
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
© 2026 SimplyTrust Software Inc.
Covers 12 deposit, and 2 lending accounts — beneficiaries must be updated in-branch
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Death Claims / Customer Service
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Preparing your Customers Bank accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and aligning account ownership with your broader estate plan. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Customers Bank vary across 14 accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Death Claims / Customer Service
Customers Bank, 40 General Warren Blvd, Suite 200, Malvern, PA 19355
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your Customers Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
