Estate planning and settlement at Eastern
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-327-8376
Eastern offers 13 consumer accounts that interact with estate planning in distinct ways. Of those, 11 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.
Eastern lets account holders update beneficiary designations in branch and by phone, typically taking 15 to 30 minutes at a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Eastern has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Eastern.
Preparing your estate →Death claim process
Report the death to Eastern's Customer Service Center at 1-800-327-8376. The page lists the steps and the documents to send.
When someone dies →Eastern's Cambridge Trust Wealth Management can answer questions about beneficiaries, trusts, or death claims at 1-866-602-1522. Email inquiries can be sent to premierclientgroup@easternbank.com.
Eastern operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Eastern primary sources (14 pages reviewed). How we research.
Eastern customer support
Eastern Bank Customer Service Center
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Toll-free
Automated Account Information Line
Business Services Team
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Debit Card Activation
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Estate planning articles
Learn how to protect your Eastern accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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