Estate planning at PNC Bank
How to protect 17 PNC Bank accounts — manage beneficiaries online, fund a trust in-branch, and file claims through PNC Bank's PNC Private Bank Hawthorn
Probate Team
Phone1-844-554-9254
Toll-Free1-844-554-9254
Fax1-855-779-1956
Mailing Address
PNC Bank, 6750 Miller Road, Mailstop: BR-YB58-0E-1NOD, Brecksville, OH 44141
Verified Apr 2026
How your PNC Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 14 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
PNC Bank lets account holders update beneficiary designations online, in branch, and by phone, typically taking a few minutes online. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
PNC Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 17 account types at PNC Bank.
View details →When someone dies
Death claim process
Contact PNC Bank's PNC Private Bank Hawthorn to file a claim. 6-step process, 9 required documents, and contact information for survivors.
View details →Reach PNC Bank's PNC Private Bank Hawthorn at 1-888-947-3762 for help with any of these procedures.
Frequently asked questions
Yes. You can retitle PNC checking, savings, money market, and CD accounts to a revocable living trust. Visit a PNC branch with your trust documentation (first three pages, section stating revocable or irrevocable, signature pages, and amendments) or a Certification of Trust, along with government-issued ID for all trustees and the trust tax identification number.
The PNC Probate Team can be reached at 1-844-554-9254, Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Time. Documents can be faxed to 1-855-779-1956 or mailed to PNC Bank, 6750 Miller Road, Mailstop: BR-YB58-0E-1NOD, Brecksville, OH 44141.
PNC Private Bank offers trust administration services including revocable and irrevocable trusts, asset protection trusts, dynasty trusts, charitable remainder trusts, custody services, and estate settlement services. PNC Delaware Trust Company and PNC Ohio Trust Company offer directed trust and asset protection trust planning. PNC can serve as a fiduciary and administer trusts across all U.S. jurisdictions.
Sources
Data sourced from PNC Bank primary sources (22 pages reviewed). How we research.
Probate Team
Phone1-844-554-9254
Toll-Free1-844-554-9254
Fax1-855-779-1956
Mailing Address
PNC Bank, 6750 Miller Road, Mailstop: BR-YB58-0E-1NOD, Brecksville, OH 44141
Verified Apr 2026
Estate planning articles
Learn how to protect your PNC Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
