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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→KeyBank

Estate planning at KeyBank

How to protect 21 KeyBank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through KeyBank's KeyBank Wealth Management - Trust & Estate Services

KeyBank

Subsidiary of KeyCorp

key.com→
KeyBank logo

Personal Banking

Phone1-800-539-1539
Toll-Free1-800-539-1539
KEY2YOU Automated Self-Service
1-800-539-2968
Lost or Stolen Cards
1-800-539-9056
TDD/TTY (dial 711 for TRS)
711
WebsiteLearn more→

KeyBank Wealth Management - Trust & Estate Services

Phone1-800-539-1539
Toll-Free1-800-539-1539
KeyBank Retirement Operations (IRA)
1-800-872-5553
WebsiteLearn more→

KeyBank Account Settlement

Phone1-800-539-1539
Fax1-216-357-6595
Mailing Address

KeyBank National Association, 4900 Tiedeman Road, Brooklyn, OH 44144

Mortgage Customer Service
1-800-422-2442
Home Loan Payment Assistance
1-866-947-2610
KeyBank Retirement Operations (IRA)
1-800-872-5553
WebsiteNotify online→
Verified Jul 2026

KeyBank has 21 accounts, each with different rules for what happens when the account holder dies. Of those, 19 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.

KeyBank lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.

KeyBank provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to update beneficiaries in-branch, fund a trust in-branch, and review 21 account types at KeyBank.

View details →

When someone dies

Death claim process

Contact KeyBank's KeyBank Wealth Management - Trust & Estate Services to file a claim. 11-step process, 6 required documents, and contact information for survivors.

View details →

KeyBank's KeyBank Wealth Management - Trust & Estate Services can answer questions about beneficiaries, trusts, or death claims at 1-800-539-1539.

KeyBank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • key.com
  • online1.keybank.com

Data sourced from KeyBank primary sources (25 pages reviewed). How we research.

KeyBank

Subsidiary of KeyCorp

key.com→
KeyBank logo

Personal Banking

Phone1-800-539-1539
Toll-Free1-800-539-1539
KEY2YOU Automated Self-Service
1-800-539-2968
Lost or Stolen Cards
1-800-539-9056
TDD/TTY (dial 711 for TRS)
711
WebsiteLearn more→

KeyBank Wealth Management - Trust & Estate Services

Phone1-800-539-1539
Toll-Free1-800-539-1539
KeyBank Retirement Operations (IRA)
1-800-872-5553
WebsiteLearn more→

KeyBank Account Settlement

Phone1-800-539-1539
Fax1-216-357-6595
Mailing Address

KeyBank National Association, 4900 Tiedeman Road, Brooklyn, OH 44144

Mortgage Customer Service
1-800-422-2442
Home Loan Payment Assistance
1-866-947-2610
KeyBank Retirement Operations (IRA)
1-800-872-5553
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your KeyBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your KeyBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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