Estate planning at Enterprise Bank
How to protect 10 Enterprise Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Enterprise Bank's Rockland Trust Investment Management Group
Customer Information Center (Rockland Trust)
Phone508-732-7072
Mailing Address
Rockland Trust, 288 Union Street, Rockland, MA 02370
Business Banking
Telephone Banking Setup
WebsiteLearn more→
Rockland Trust Investment Management Group
Phone508-732-7072
Mailing Address
Rockland Trust, 288 Union Street, Rockland, MA 02370
WebsiteLearn more→
Death Claims and Estate Services (Rockland Trust)
Phone508-732-7072
Mailing Address
Rockland Trust, 288 Union Street, Rockland, MA 02370
Verified Apr 2026
How your Enterprise Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 7 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.
Enterprise Bank lets account holders update beneficiary designations in branch and by phone, typically taking 15-30 minutes at a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Enterprise Bank provides specific procedures for both proactive estate planning and filing claims 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 Enterprise Bank.
View details →When someone dies
Death claim process
Contact Enterprise Bank's Rockland Trust Investment Management Group to file a claim. 6-step process, 6 required documents, and contact information for survivors.
View details →Enterprise Bank's Rockland Trust Investment Management Group can answer questions about beneficiaries, trusts, or death claims at 508-732-7072.
Enterprise Bank 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. Enterprise Bancorp, Inc. merged with Independent Bank Corp., the parent company of Rockland Trust, effective July 1, 2025. Customer accounts fully transitioned to Rockland Trust on October 14, 2025, and all 27 former Enterprise Bank branches now operate as Rockland Trust locations. Account numbers generally remained unchanged. The new Rockland Trust routing number is 011304478. Existing POD beneficiary designations, trust account titling, and IRA beneficiary designations remain in effect under Rockland Trust. Contact Rockland Trust at 508-732-7072 to confirm account details.
Yes. Rockland Trust Investment Management Group provides investment management, trust administration, financial planning, retirement planning, estate planning, tax planning, and business advisory services. These services are available to individuals, family groups, trusts, foundations, non-profit organizations, and endowments. Following the Enterprise Bank merger, Rockland Trust has approximately $8.7 billion in wealth assets under administration. Contact 508-732-7072 for more information.
Yes. CDs at Rockland Trust (including former Enterprise Bank CDs) can be retitled into a revocable living trust without breaking the term, resetting the maturity date, or incurring early withdrawal penalties. Bring the trust agreement or Certificate of Trust to any Rockland Trust branch with valid government-issued ID and the bank will retitle the CD under the trust name. Existing POD designations on a CD are typically replaced when the CD is retitled to trust ownership.
Effective October 14, 2025, all former Enterprise Bank accounts use the Rockland Trust routing number 011304478. Update direct deposits, automatic payments, and any third-party services that draft from or deposit to your account with the new routing number. Account numbers generally remained the same through the transition. Contact Rockland Trust at 508-732-7072 if you need assistance confirming your account or routing number.
Sources
Data sourced from Enterprise Bank primary sources (11 pages reviewed). How we research.
Customer Information Center (Rockland Trust)
Phone508-732-7072
Mailing Address
Rockland Trust, 288 Union Street, Rockland, MA 02370
Business Banking
Telephone Banking Setup
WebsiteLearn more→
Rockland Trust Investment Management Group
Phone508-732-7072
Mailing Address
Rockland Trust, 288 Union Street, Rockland, MA 02370
WebsiteLearn more→
Death Claims and Estate Services (Rockland Trust)
Phone508-732-7072
Mailing Address
Rockland Trust, 288 Union Street, Rockland, MA 02370
Verified Apr 2026
Estate planning articles
Learn how to protect your Enterprise Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
