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→
Fulton Private Bank Trust and Estate Services
Phone1-800-385-8664
Mailing Address
Fulton Financial Advisors, One Penn Square, P.O. Box 4887, Lancaster, PA 17602
Personal Investment Planning
Fulton Financial Advisors
Fulton Financial Advisors (Transfer Agent)
WebsiteLearn more→
Fulton Private Bank Trust and Estate Services / Estate Settlement Officers
Phone1-800-385-8664
Toll-Free1-800-385-8664
Mailing Address
Fulton Bank, N.A., Attn: Estate Services, P.O. Box 94, East Petersburg, PA 17520
WebsiteNotify online→
Verified Jul 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.
There are two sides to estate planning at Fulton Bank: setting things up while you're alive, and the process survivors follow 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. 4-step process, 9 required documents, and contact information for survivors.
View details →Reach Fulton Bank's Fulton Private Bank Trust and Estate Services at 1-800-385-8664 for help with any of these procedures.
Because Fulton 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
Yes. Fulton Bank checking, savings, money market, and CD accounts can be retitled to a revocable or irrevocable trust. Visit a Fulton Bank financial center with your Certification of Trust or complete trust agreement and government-issued ID for all trustees. Existing deposit accounts can be retitled to trust ownership. IRA accounts cannot be retitled to a trust, but a trust can be named as beneficiary.
Yes. Fulton Bank deposit accounts are FDIC insured (FDIC Certificate ID 7551). 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 Private Bank Trust and Estate Services includes estate planning attorneys, tax attorneys, and wealth advisory professionals who serve as fiduciaries. Estate Settlement Officers can serve as executor or co-executor, administer revocable, irrevocable, testamentary, charitable remainder, and special needs trusts, and coordinate with the family's outside counsel and accountants. Contact 1-800-385-8664 or schedule a consultation at https://www.fultonbank.com/Investments/Fulton-Private-Bank/Estate-Planning. The team operates out of One Penn Square, Lancaster, PA 17602.
Sources
Data sourced from Fulton Bank primary sources (14 pages reviewed). How we research.
Phone1-800-385-8664
Mailing Address
Fulton Bank, N.A., P.O. Box 94, East Petersburg, PA 17520
WebsiteLearn more→
Fulton Private Bank Trust and Estate Services
Phone1-800-385-8664
Mailing Address
Fulton Financial Advisors, One Penn Square, P.O. Box 4887, Lancaster, PA 17602
Personal Investment Planning
Fulton Financial Advisors
Fulton Financial Advisors (Transfer Agent)
WebsiteLearn more→
Fulton Private Bank Trust and Estate Services / Estate Settlement Officers
Phone1-800-385-8664
Toll-Free1-800-385-8664
Mailing Address
Fulton Bank, N.A., Attn: Estate Services, P.O. Box 94, East Petersburg, PA 17520
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Fulton Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
