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
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Death Claims / Estate Services
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 718, One Main Street, Evansville, IN 47708
Verified Apr 2026
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.
At Old National, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
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
4-step process, 6 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.
Frequently asked questions
Old National Wealth Management includes three service models: the Investment Strategies Team (IST) for investment-focused clients, Private Wealth Management combining a Wealth Advisor with a Private Banker, and 1834 for higher-net-worth clients needing trust and estate administration, fiduciary services, investment management, and financial planning. Old National Wealth Advisors (formerly Old National Investments) is backed by LPL Financial.
Old National Client Care is available at 1-800-731-2265, Monday through Friday 7:00am to 6:00pm CT and Saturday 7:00am to 12:00pm CT. International callers can reach the bank at 1-812-422-2197. For mortgage servicing call 1-866-853-3277. For wealth management call 1-800-830-0362. You can also use Secure Chat through Digital Banking or submit a request through the email form on the website.
Sources
Data sourced from Old National primary sources (18 pages reviewed). How we research.
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 143, Evansville, IN 47701
International
Mortgage Servicing
Wealth Management
Old National Wealth Advisors
Treasury Management
WebsiteLearn more→
Death Claims / Estate Services
Phone1-800-731-2265
Mailing Address
Old National Bank, P.O. Box 718, One Main Street, Evansville, IN 47708
Verified Apr 2026
Estate planning articles
Learn how to protect your Old National accounts and other assets with trusts, beneficiary designations, and estate planning documents.
