Estate planning at Old National
How to protect 16 Old National accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Old National Client Care
General correspondence: Old National Bancorp, One Main Street, PO Box 718, Evansville, IN 47705-0718. Notices of error and requests for information about an Old National LOAN (only): Old National Bank, Attn: Client Success, P.O. Box 143, Evansville, IN 47701.
Old National Client Care
General correspondence: Old National Bancorp, One Main Street, PO Box 718, Evansville, IN 47705-0718. Notices of error and requests for information about an Old National LOAN (only): Old National Bank, Attn: Client Success, P.O. Box 143, Evansville, IN 47701.
Old National Client Care (deposit accounts; there is no separate published estate-claims department — estate documents are presented at a banking center)
Old National has 16 accounts, each with different rules for what happens when the account holder dies. Of those, 14 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.
Old National lets account holders update beneficiary designations in branch and by phone, typically taking 15-30 minutes at a banking center. 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 Old National: 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 16 account types at Old National.
View details →When someone dies
Death claim process
7-step process, 7 required documents, and contact information for survivors.
View details →Because Old National serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Old National primary sources (18 pages reviewed). How we research.
Old National Client Care
General correspondence: Old National Bancorp, One Main Street, PO Box 718, Evansville, IN 47705-0718. Notices of error and requests for information about an Old National LOAN (only): Old National Bank, Attn: Client Success, P.O. Box 143, Evansville, IN 47701.
Old National Client Care
General correspondence: Old National Bancorp, One Main Street, PO Box 718, Evansville, IN 47705-0718. Notices of error and requests for information about an Old National LOAN (only): Old National Bank, Attn: Client Success, P.O. Box 143, Evansville, IN 47701.
Old National Client Care (deposit accounts; there is no separate published estate-claims department — estate documents are presented at a banking center)
Estate planning articles
Learn how to protect your Old National accounts and other assets with trusts, beneficiary designations, and estate planning documents.
