Estate planning and settlement at KeyBank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-539-2968
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 phone, and by mail. 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.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 21 account types at KeyBank.
Preparing your estate →Death claim process
Report the death to KeyBank Account Settlement at 1-800-539-2968. The page lists the steps and the documents to send.
When someone dies →KeyBank's Trust & Estate Planning can answer questions about beneficiaries, trusts, or death claims at 1-800-539-2968.
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.
Sources
Data sourced from KeyBank primary sources (24 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your KeyBank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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