Estate planning at First National Bank
How to protect 21 First National Bank accounts — manage beneficiaries online, fund a trust in-branch, and file claims through First National Bank's F.N.B. Wealth Management / First National Trust Company
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Department Directory
WebsiteLearn more →
F.N.B. Wealth Management / First National Trust Company
Phone1-877-871-7680
Mailing Address
F.N.B. Wealth Management, 626 Washington Place, Pittsburgh, PA 15219
WebsiteLearn more →
Customer Service / Estate Settlement
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Wealth Management / Trust Estates
WebsiteNotify online →
Verified Feb 2026
First National Bank offers 21 consumer accounts that interact with estate planning in distinct ways. Of those, 20 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.
Beneficiary designations at First National Bank can be managed online, in branch, and by phone, typically taking 15-30 minutes online or at a branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
First National Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 21 account types at First National Bank.
View details →When someone dies
Death claim process
Contact First National Bank's F.N.B. Wealth Management / First National Trust Company to file a claim. 8-step process, 7 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact First National Bank's F.N.B. Wealth Management / First National Trust Company at 1-877-871-7680.
First National 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
You can add or update beneficiaries online through FNB online banking, at any branch with a valid government-issued ID, or by calling 1-800-555-5455 (Mon-Fri 8 AM-9 PM, Sat-Sun 8 AM-5 PM). For investment accounts and IRAs held through F.N.B. Investment Services, contact F.N.B. Wealth Management at 1-877-871-7680.
Yes. FNB accepts trust accounts for deposit products (checking, savings, CDs, money market). Bring your trust agreement or Certification of Trust to any branch along with trustee ID and the trust Tax Identification Number. For professional trustee services through First National Trust Company, contact F.N.B. Wealth Management at 1-877-871-7680.
F.N.B. Wealth Management, through First National Trust Company, provides trust and fiduciary services, estate administration, portfolio management, financial planning, protection planning, and private banking. Professionals hold CFP and CTFA certifications. Investment services are provided in partnership with Cetera Investment Services LLC (member FINRA/SIPC). Call 1-877-871-7680 or visit 626 Washington Place, Pittsburgh, PA 15219.
FNB offers bank IRA products including IRA Certificates of Deposit (terms from 3 to 60 months, $500 minimum) and IRA Savings Accounts, both available in Traditional and Roth IRA formats and FDIC-insured. For investment-based IRAs, F.N.B. Investment Services offers Traditional and Roth IRA options through Cetera. IRA accounts cannot be retitled to a trust, but a trust may be named as the IRA beneficiary.
First National Bank (FNB Corp) serves customers in Pennsylvania, Ohio, West Virginia, Virginia, Maryland, North Carolina, South Carolina, and the District of Columbia, with approximately 350 branch offices and 1,800 ATMs. Major metropolitan areas include Pittsburgh, Baltimore, Cleveland, Washington D.C., and Charlotte/Raleigh/Winston-Salem.
No. IRA accounts (including IRA CDs, IRA Savings, and investment IRAs) cannot be retitled to a trust. However, you can name a trust as the beneficiary of your IRA. For guidance on naming a trust as IRA beneficiary, visit a branch for bank IRAs or contact F.N.B. Wealth Management at 1-877-871-7680 for investment IRAs.
F.N.B. Investment Services clients can access accounts online through the AdviceWorks platform at client.adviceworks.net. Wealth management clients can also use the ClientPoint portal at clientpoint.fisglobal.com. Both platforms provide account activity, balances, holdings, portfolio reporting, and document access. For enrollment assistance, call F.N.B. Wealth Management at 1-877-871-7680.
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Department Directory
WebsiteLearn more →
F.N.B. Wealth Management / First National Trust Company
Phone1-877-871-7680
Mailing Address
F.N.B. Wealth Management, 626 Washington Place, Pittsburgh, PA 15219
WebsiteLearn more →
Customer Service / Estate Settlement
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Wealth Management / Trust Estates
WebsiteNotify online →
Verified Feb 2026
Estate planning resources for First National Bank customers
Tools and documents to help protect your First National Bank accounts.
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