Estate planning at Fulton Bank
How to protect 19 Fulton Bank accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Fulton Bank's Fulton Private Bank Trust and Estate Services
Phone1-800-385-8664
Mailing Address
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
WebsiteLearn more →
Death Claims
Phone1-800-385-8664
Toll-Free1-800-385-8664
Mailing Address
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
Verified Feb 2026
Fulton Bank offers 19 consumer accounts that interact with estate planning in distinct ways. Of those, 17 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 Fulton Bank can be managed online, in branch, and by phone, typically taking 10-20 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Fulton 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 19 account types at Fulton Bank.
View details →When someone dies
Death claim process
Contact Fulton Bank's Fulton Private Bank Trust and Estate Services to file a claim. 8-step process, 9 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Fulton Bank's Fulton Private Bank Trust and Estate Services at 1-800-385-8664.
Fulton 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. Fulton Bank accepts both revocable and irrevocable trust accounts for checking, savings, money market, and CD products. Visit a Fulton Bank financial center with your Certification of Trust or complete trust agreement and trustee identification.
Yes. Existing Fulton Bank deposit accounts (checking, savings, money market, and CDs) can be retitled to trust ownership. Visit a financial center with your trust documentation and trustee identification. IRA accounts cannot be retitled to a trust, but you can name a trust as beneficiary on an IRA.
Contact Fulton Bank at 1-800-385-8664 or visit a financial center to complete an IRA beneficiary designation form. You can designate primary and contingent beneficiaries. A trust can be named as an IRA beneficiary. IRA inquiries can also be submitted through the CD and IRA Forms page at fultonbank.com/Forms/CD-and-IRA.
Yes. Fulton Private Bank's Trust and Estate Services team includes estate planning attorneys, tax attorneys, and wealth advisory professionals. Estate Settlement Officers guide families through every step of the settlement process. Contact Fulton Private Bank for specialized estate settlement assistance.
Yes. Fulton Bank deposit accounts are FDIC insured. POD beneficiaries and trust beneficiaries each receive separate FDIC insurance coverage of up to $250,000 per qualifying beneficiary, per depositor, per ownership category. This can significantly increase total FDIC coverage for accounts with multiple beneficiaries.
Fulton Bank offers standard fixed-rate CDs with terms from 3 months to 6 years, a 9-Month No Penalty CD that allows full withdrawal without penalty after seven days, a 12-Month Variable Rate CD with a rate that may change during the term, and promotional CDs with limited-time rates (including bump-up options). All CDs require a $1,000 minimum deposit. Preferred pricing rate bonuses are available with qualifying Relationship Banking accounts.
Phone1-800-385-8664
Mailing Address
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
WebsiteLearn more →
Death Claims
Phone1-800-385-8664
Toll-Free1-800-385-8664
Mailing Address
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
Verified Feb 2026
Estate planning resources for Fulton Bank customers
Tools and documents to help protect your Fulton Bank accounts.
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