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 Trust & Estate Planning (Wealth Management)
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Customer Contact Center
Phone1-877-672-5678
Emailinfo@northwest.com
Mailing Address
Northwest Bank, P.O. Box 128, Warren, PA 16365
Mortgage Helpline
Trust & Estate Planning
International
Debit/ATM Card Lost/Stolen (after hours)
Credit Card Lost/Stolen
Credit Card (International)
Fraud Detection (SMS alerts)
Fraud Detection (Call Center)
Shareholder Relations
WebsiteLearn more→
Trust & Estate Planning (Wealth Management)
Phone1-814-452-1000
Toll-Free1-877-672-5678
WebsiteLearn more→
Death Claims / Estate Settlement
Phone1-877-672-5678
Mailing Address
Northwest Bank, P.O. Box 128, Warren, PA 16365
Verified Apr 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.
Account holders can update their beneficiary designations at Northwest in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
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 Trust & Estate Planning (Wealth Management) to file a claim. 5-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Northwest's Trust & Estate Planning (Wealth Management) at 1-877-672-5678.
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
Visit a Northwest Bank financial center with your trust agreement or Certification of Trust, government-issued photo ID, and the trust's tax identification number. A banker will complete the paperwork to retitle the account in the name of your trust. Trustees must supply a copy of the trust agreement upon the bank's request.
Yes. Northwest Bank's Wealth Management division offers trust and estate planning services, including establishing and administering living trusts, irrevocable trusts, revocable trusts, and testamentary trusts. Services include professional investment management of trust assets, tax filing, insurance policy management, benefit disbursement to beneficiaries, and IRA management. Northwest Bank can also serve as executor or agent of an estate. Contact the Trust & Estate Planning department at 1-814-452-1000.
The small estate affidavit threshold varies by state. In Pennsylvania, estates with a gross value of $50,000 or less may qualify for a simplified settlement process without full probate (20 Pa. C.S. § 3101). In New York, estates with a gross value of $50,000 or less may use a voluntary administration proceeding (SCPA § 1301). In Ohio, summary release from administration applies for estates with an appraised value of $35,000 or less (or $100,000 for surviving spouse) (Ohio Rev. Code § 2113.03). In Indiana, an affidavit can be used for personal property transfers when the gross estate does not exceed $50,000 (Ind. Code § 29-1-8-1). Contact Northwest Bank at 1-877-672-5678 to confirm which affidavit procedures the bank accepts for a specific account.
Sources
Data sourced from Northwest primary sources (26 pages reviewed). How we research.
N
Customer Contact Center
Phone1-877-672-5678
Emailinfo@northwest.com
Mailing Address
Northwest Bank, P.O. Box 128, Warren, PA 16365
Mortgage Helpline
Trust & Estate Planning
International
Debit/ATM Card Lost/Stolen (after hours)
Credit Card Lost/Stolen
Credit Card (International)
Fraud Detection (SMS alerts)
Fraud Detection (Call Center)
Shareholder Relations
WebsiteLearn more→
Trust & Estate Planning (Wealth Management)
Phone1-814-452-1000
Toll-Free1-877-672-5678
WebsiteLearn more→
Death Claims / Estate Settlement
Phone1-877-672-5678
Mailing Address
Northwest Bank, P.O. Box 128, Warren, PA 16365
Verified Apr 2026
Estate planning articles
Learn how to protect your Northwest accounts and other assets with trusts, beneficiary designations, and estate planning documents.
