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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Northwest

Estate planning at Northwest

How to protect 17 Northwest accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Northwest's Northwest Bank Trust Department (Wealth Management)

Northwest

Subsidiary of Northwest Bancshares, Inc.

northwest.bank→
Northwest logo

Northwest Direct / Customer Contact Center

Phone1-814-728-7818
Toll-Free1-877-672-5678
Emailinfo@northwest.com
Mailing Address

Northwest Bank, P.O. Box 128, Warren, PA 16365

Bankline / Telephone Banking (24/7)
1-877-672-5678 (Option 1)
Online Banking Customer Service
1-877-672-5678 (Option 2)
Customer Contact Center
1-877-672-5678 (Option 4)
Trust Department / Trust Support
1-814-452-1000
Mortgage Helpline
1-888-884-4626
Loss Mitigation
1-800-789-8075
Northwest Investment Services (LPL Financial)
1-877-300-3454
International Calls
1-814-728-7818
Debit/ATM Card Lost or Stolen (after hours)
1-800-472-3272
Credit Card Lost or Stolen
1-888-999-3359
Credit Card (International)
1-531-233-6393
Fraud Detection (SMS)
1-833-735-1892
Fraud Detection (Call Center)
1-833-735-1894
Shareholder Relations
1-877-715-0499
WebsiteLearn more→

Northwest Bank Trust Department (Wealth Management)

Phone1-814-452-1000
Toll-Free1-877-672-5678
Emailinfo@northwest.com
Mailing Address

Northwest Bank, P.O. Box 128, Warren, PA 16365

WebsiteLearn more→

Northwest Direct / Customer Contact Center (Northwest publishes no dedicated death-claim department or form; estate claims are handled at a financial center or through Northwest Direct, with the Trust Department available for full estate settlement)

Phone1-814-452-1000
Toll-Free1-877-672-5678
Emailinfo@northwest.com
Mailing Address

Northwest Bank, P.O. Box 128, Warren, PA 16365

Trust Department (estate settlement, trust administration)
1-814-452-1000
Mortgage Helpline (deceased borrower)
1-888-884-4626
Loss Mitigation
1-800-789-8075
WebsiteNotify online→
Verified Jul 2026

Northwest offers 17 consumer accounts that interact with estate planning in distinct ways. Of those, 13 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 designations at Northwest can be managed in branch and by phone, typically taking 15-30 minutes at a financial center. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.

Northwest provides specific procedures for both proactive estate planning and filing claims after a death.

Preparing your estate

Beneficiaries and trust funding

How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at Northwest.

View details →

When someone dies

Death claim process

Contact Northwest's Northwest Bank Trust Department (Wealth Management) to file a claim. 10-step process, 9 required documents, and contact information for survivors.

View details →

For questions about any of these procedures, contact Northwest's Northwest Bank Trust Department (Wealth Management) at 1-877-672-5678. Email inquiries can be sent to info@northwest.com.

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.

Frequently asked questions

Yes -- and that is unusual for a bank of its size. Trust, fiduciary, employee benefit plan, and retirement services are offered through Northwest Bank's own Trust Department (not through LPL). It will help design and administer living, revocable, irrevocable, and testamentary trusts; invest trust assets; file trust tax returns; manage insurance policies; disburse to beneficiaries; manage IRAs; and, in its own words, act as executor or agent of an estate if you have no one else to name. Contact Trust Support at 1-814-452-1000. Keep the two arms straight: the Trust Department is Northwest Bank itself and is the fiduciary; Northwest Investment Services is a brand under which LPL Financial -- a separate, unaffiliated broker-dealer and adviser -- offers brokerage, advisory, annuity, and insurance products (1-877-300-3454).

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • northwest.bank
  • legis.state.pa.us
  • nysenate.gov
  • codes.ohio.gov
  • forms.in.gov
  • sec.gov

Data sourced from Northwest primary sources (20 pages reviewed). How we research.

Northwest

Subsidiary of Northwest Bancshares, Inc.

northwest.bank→
Northwest logo

Northwest Direct / Customer Contact Center

Phone1-814-728-7818
Toll-Free1-877-672-5678
Emailinfo@northwest.com
Mailing Address

Northwest Bank, P.O. Box 128, Warren, PA 16365

Bankline / Telephone Banking (24/7)
1-877-672-5678 (Option 1)
Online Banking Customer Service
1-877-672-5678 (Option 2)
Customer Contact Center
1-877-672-5678 (Option 4)
Trust Department / Trust Support
1-814-452-1000
Mortgage Helpline
1-888-884-4626
Loss Mitigation
1-800-789-8075
Northwest Investment Services (LPL Financial)
1-877-300-3454
International Calls
1-814-728-7818
Debit/ATM Card Lost or Stolen (after hours)
1-800-472-3272
Credit Card Lost or Stolen
1-888-999-3359
Credit Card (International)
1-531-233-6393
Fraud Detection (SMS)
1-833-735-1892
Fraud Detection (Call Center)
1-833-735-1894
Shareholder Relations
1-877-715-0499
WebsiteLearn more→

Northwest Bank Trust Department (Wealth Management)

Phone1-814-452-1000
Toll-Free1-877-672-5678
Emailinfo@northwest.com
Mailing Address

Northwest Bank, P.O. Box 128, Warren, PA 16365

WebsiteLearn more→

Northwest Direct / Customer Contact Center (Northwest publishes no dedicated death-claim department or form; estate claims are handled at a financial center or through Northwest Direct, with the Trust Department available for full estate settlement)

Phone1-814-452-1000
Toll-Free1-877-672-5678
Emailinfo@northwest.com
Mailing Address

Northwest Bank, P.O. Box 128, Warren, PA 16365

Trust Department (estate settlement, trust administration)
1-814-452-1000
Mortgage Helpline (deceased borrower)
1-888-884-4626
Loss Mitigation
1-800-789-8075
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Northwest accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Northwest accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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