Estate planning and settlement at Ledyard Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-746-4562
Ledyard Bank offers 11 consumer accounts that interact with estate planning in distinct ways. Of those, 10 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.
Ledyard Bank lets account holders update beneficiary designations in branch and by phone, typically taking 15 to 30 minutes at a financial center. 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 Ledyard Bank: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 11 account types at Ledyard Bank.
Preparing your estate →Death claim process
Report the death to Ledyard Bank's Client Support Team at 1-888-746-4562. The page lists the steps and the documents to send.
When someone dies →Reach Ledyard Bank's Investment and Trust Services Division at 1-603-643-0044 for help with any of these procedures. Email inquiries can be sent to scott.coulter@ledyard.bank.
Because Ledyard Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Ledyard Bank primary sources (19 pages reviewed). How we research.
Ledyard Bank customer support
Client Support Team
Phone
Toll-free
Telephone Banking (automated)
Lost or stolen debit card outside the U.S.
Credit card assistance after hours (U.S.)
Credit card assistance outside the U.S.
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Ledyard Bank 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.
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Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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How Much Does a Revocable Living Trust Cost?
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