Estate planning at First Savings
How to protect 19 First Savings accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through First Savings's First Merchants Private Wealth Advisors
Brand change
First Savings Bank merged into First Merchants Bank effective February 1, 2026. The First Savings brand is being phased out as system integration completes during Q2 2026. Effective February 2026.
First Savings is now part of First Merchants. The procedures below reflect First Savings's accounts during the transition. View the First Merchants estate planning page.
First Merchants Customer Service (legacy First Savings Customer First transition line still active)
First Merchants Bank, PO Box 549, Daleville, IN 47334 (general correspondence); legacy branch HQ: 702 North Shore Drive, Jeffersonville, IN 47130
First Merchants Customer Service / Estate Servicing
First Merchants Bank, PO Box 549, Daleville, IN 47334 (general correspondence)
First Savings offers 19 consumer accounts that interact with estate planning in distinct ways. Of those, 14 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.
At First Savings, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at First Savings: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at First Savings.
View details →When someone dies
Death claim process
Contact First Savings's First Merchants Private Wealth Advisors to file a claim. 4-step process, 5 required documents, and contact information for survivors.
View details →Reach First Savings's First Merchants Private Wealth Advisors at 1-866-238-0082 for help with any of these procedures.
Because First Savings 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
First Merchants Private Wealth Advisors offers fiduciary and trust administration services from its main Indiana offices, reachable at 1-866-238-0082 or (765) 747-1300. Legacy First Savings Wealth Management (operated through LPL Financial) continues to provide investment advisory services through Senior VP David A. Laughlin, ChFC, CASL at (812) 218-6835. Legacy bank trust services are being consolidated under First Merchants Private Wealth during the Q2 2026 integration.
Sources
Data sourced from First Savings primary sources (12 pages reviewed). How we research.
First Merchants Customer Service (legacy First Savings Customer First transition line still active)
First Merchants Bank, PO Box 549, Daleville, IN 47334 (general correspondence); legacy branch HQ: 702 North Shore Drive, Jeffersonville, IN 47130
First Merchants Customer Service / Estate Servicing
First Merchants Bank, PO Box 549, Daleville, IN 47334 (general correspondence)
Estate planning articles
Learn how to protect your First Savings accounts and other assets with trusts, beneficiary designations, and estate planning documents.
