Estate planning and settlement at M&T Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-855-350-7272
M&T Bank has 14 accounts, each with different rules for what happens when the account holder dies. Of those, 12 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.
Beneficiary designations at M&T Bank can be managed in branch and by phone, typically taking 15 to 30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
M&T Bank 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 14 account types at M&T Bank.
Preparing your estate →Death claim process
Report the death to M&T Bank Estate Services at 1-855-350-7272. The page lists the steps and the documents to send.
When someone dies →Reach M&T Bank Estate Services at 1-855-350-7272 for help with any of these procedures. Email inquiries can be sent to EstateServices@mtb.com.
M&T Bank is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from M&T Bank primary sources (21 pages reviewed). How we research.
M&T Bank customer support
General Service
Phone
Toll-free
Mortgage inquiries
HELOC customer service
HELOC applications
Credit card inquiries
Health Savings Account servicing
Wilmington Advisors at M&T
Report a lost or stolen card or suspicious activity
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your M&T 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.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
