Estate planning and settlement at Northwest
Fund a trust in branch and report a death at 1-877-672-5678
Northwest offers 16 consumer accounts that interact with estate planning in distinct ways. Of those, 9 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.
Beneficiary management at Northwest is handled through direct contact. Northwest Bank Trust Department coordinates these changes.
Northwest provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to fund a trust in-branch, and review 16 account types at Northwest.
Preparing your estate →Death claim process
Report the death to Northwest Direct / Customer Contact Center at 1-877-672-5678. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Northwest Bank Trust Department at 1-814-452-1000.
Because Northwest serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
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Data sourced from Northwest primary sources (30 pages reviewed). How we research.
Northwest customer support
Northwest Direct / Customer Contact Center
Phone
Bankline, Telephone Banking
Online Banking Customer Service
Apply for a Loan
Customer Contact Center Representative
International Calls
Trust customer support
Mortgage rate information; mortgage payment hardship
Freddie Mac or Fannie Mae loan assistance
LPL Financial professional appointments
Debit or ATM Card Lost or Stolen (after hours)
Credit Card Lost or Stolen
Credit Card Lost or Stolen (international)
Fraud Detection Center for Debit Cards (Premium SMS)
Fraud Detection Center for Debit Cards (Standard IVR)
Shareholder Relations, Northwest Bancshares, Inc.
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Northwest 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.
