Estate planning at Ledyard Bank
How to protect 11 Ledyard Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Ledyard Bank's Ledyard Wealth Management — Investment and Trust Services Division (fiduciary / corporate trustee)
Customer Service
Phone603-643-2244
Toll-Free1-888-746-4562
Mailing Address
Ledyard Bank, 66 Benning Street, Suite 5, West Lebanon, NH 03784
WebsiteLearn more→
Ledyard Wealth Management — Investment and Trust Services Division (fiduciary / corporate trustee)
Phone603-643-0044
Mailing Address
Ledyard Bank Wealth Management, 38 S. Main Street, Hanover, NH 03755
Scott Coulter, SVP Chief Wealth Planning Officer
WebsiteLearn more→
Client Support Team (deceased account holders)
Phone603-643-2244
Toll-Free1-888-746-4562
Fax603-643-7464
Mailing Address
Ledyard Bank, 66 Benning Street, Suite 5, West Lebanon, NH 03784
WebsiteNotify online→
Verified Jul 2026
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.
Managing beneficiaries at Ledyard Bank is straightforward—changes can be made in branch and by phone, typically taking 15-30 minutes in branch. 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.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 11 account types at Ledyard Bank.
View details →When someone dies
Death claim process
Contact Ledyard Bank's Ledyard Wealth Management — Investment and Trust Services Division (fiduciary / corporate trustee) to file a claim. 7-step process, 5 required documents, and contact information for survivors.
View details →Reach Ledyard Bank's Ledyard Wealth Management — Investment and Trust Services Division (fiduciary / corporate trustee) at 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.
Frequently asked questions
Yes. New Hampshire has modernized its trust laws making it one of the most trust-favorable states in the country. Residents and non-residents alike can establish a New Hampshire trust, but the trust typically must be administered within New Hampshire for those laws to apply -- which requires a New Hampshire trustee. Ledyard Bank serves as corporate trustee for clients across most U.S. states and several foreign countries, providing access to New Hampshire advantages such as indefinitely perpetuating dynasty trusts, directed trust structures, decanting flexibility, and favorable asset protection rules. Contact Wealth Management at 603-643-0044 to discuss whether a New Hampshire trust structure is appropriate.
Yes. Ledyard Bank participates in the CDARS (Certificate of Deposit Account Registry Service) network. Through a single relationship at Ledyard Bank, deposits of up to $1 million can be spread across multiple FDIC-member institutions while remaining fully insured. This is particularly relevant for estate accounts and trust accounts holding large balances awaiting distribution, where maintaining full FDIC coverage matters. Contact any Ledyard Bank branch or call 1-888-746-4562 for details.
Yes. New Hampshire has modernized its trust laws, and a New Hampshire trust generally must be administered within the state for those laws to apply — which requires a New Hampshire trustee. Ledyard serves as corporate trustee for clients in most U.S. states and several foreign countries, and its own materials describe clients benefiting from the tax-advantaged status of a New Hampshire trust by using Ledyard as corporate trustee. Advantages include perpetual (dynasty) trusts, directed trust structures, decanting flexibility, and favorable asset protection rules. Contact Wealth Management at 603-643-0044 to discuss whether a New Hampshire trust structure is appropriate.
Sources
Data sourced from Ledyard Bank primary sources (15 pages reviewed). How we research.
Customer Service
Phone603-643-2244
Toll-Free1-888-746-4562
Mailing Address
Ledyard Bank, 66 Benning Street, Suite 5, West Lebanon, NH 03784
WebsiteLearn more→
Ledyard Wealth Management — Investment and Trust Services Division (fiduciary / corporate trustee)
Phone603-643-0044
Mailing Address
Ledyard Bank Wealth Management, 38 S. Main Street, Hanover, NH 03755
Scott Coulter, SVP Chief Wealth Planning Officer
WebsiteLearn more→
Client Support Team (deceased account holders)
Phone603-643-2244
Toll-Free1-888-746-4562
Fax603-643-7464
Mailing Address
Ledyard Bank, 66 Benning Street, Suite 5, West Lebanon, NH 03784
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Ledyard Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
