Estate planning at First National Bank
How to protect 23 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 (833-BANK-FNB)
Institutional Wealth Management
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 Apr 2026
First National Bank has 23 accounts, each with different rules for what happens when the account holder dies. Of those, 21 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
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 23 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. 3-step process, 7 required documents, and contact information for survivors.
View details →Reach First National Bank's F.N.B. Wealth Management / First National Trust Company at 1-877-871-7680 for help with any of these procedures.
Because First National Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
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.
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 banking offices and approximately 1,800 ATMs. Major metropolitan areas include Pittsburgh, Baltimore, Cleveland, Washington D.C., Charlotte/Raleigh/Durham NC, Piedmont Triad (Winston-Salem/Greensboro/High Point) NC, and Charleston SC.
F.N.B. Investment Services clients can access accounts online through secure platforms on laptop, desktop, mobile phone, or tablet. Review account activity, balances and holdings, interact with financial planning tools, get quotes, create watch lists, and generate portfolio and asset allocation reports. Wealth management clients can also use the ClientPoint portal at clientpoint.fisglobal.com. For enrollment assistance, call F.N.B. Wealth Management at 1-877-871-7680.
Yes. FNB checking, savings, money market, and CD accounts can be retitled to a revocable living trust by visiting a branch with the trust document (or Certification of Trust) and government-issued ID for all trustees. Complete the account application and signature card in the trust name. IRA accounts cannot be retitled to a trust, but a trust may be named as beneficiary. For investment and trust accounts, contact F.N.B. Wealth Management at 1-877-871-7680.
FNB offers standard Certificates of Deposit (3 to 60 month terms, $500 minimum), Flex CDs (9-month term with the flexibility to make additional deposits or one penalty-free withdrawal of $500+ per month), and Savers Goal CDs (12-month term with automatic monthly deposits of $25+ from an FNB checking or savings account). IRA CDs are also available in Traditional and Roth IRA formats. All CDs are FDIC-insured and support POD beneficiary designations.
When you open an IRA at FNB, you are given a beneficiary designation form to complete. To update your beneficiary, complete a new beneficiary designation form at any branch or contact customer service at 1-800-555-5455. Review your beneficiary designation form at least every two to three years and update it to reflect changes in financial circumstances. A trust may be named as beneficiary for IRA accounts.
Sources
Data sourced from First National Bank primary sources (31 pages reviewed). How we research.
Phone1-800-555-5455
Mailing Address
First National Bank, 4140 E. State Street, Hermitage, PA 16148-3487
Department Directory (833-BANK-FNB)
Institutional Wealth Management
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 Apr 2026
Estate planning articles
Learn how to protect your First National Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
