Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

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

Estate planning at Popular Bank

How to protect 14 Popular Bank accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Popular Bank's Popular Private Client Trust Services

Popular Bank

Subsidiary of Popular, Inc.

popularbank.com→
Popular Bank logo
Phone1-800-377-0800
Emailpopularnet@popular.com
Mailing Address

Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500

TTY/TDD
1-888-801-4871
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
WebsiteLearn more→

Popular Private Client Trust Services

Phone1-888-588-8419
Puerto Rico Trust Department
787-724-3657
NYC Headquarters (85 Broad St)
212-417-6800
NYC Madison Avenue (285 Madison Ave)
212-641-1580
NYC Columbus Avenue (730 Columbus Ave)
212-865-8812
Miami Brickell (1221 Brickell Ave)
305-938-0110
Miami Aventura (2875 NE 191 St, Suite 101)
786-953-1312
WebsiteLearn more→

Death Claims / Estate Processing

Phone1-800-377-0800
Mailing Address

Banco Popular de Puerto Rico Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708 (Puerto Rico accounts); Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500 (mainland branch accounts); Popular Bank, Attn: Popular Direct Products, P.O. Box 4884, Miami Lakes, FL 33014 (Popular Direct online savings/CD accounts)

TeleBanco Popular (Puerto Rico)
787-724-3650
Puerto Rico Estate Processing Direct
787-724-3659
Puerto Rico Card Product Customer Service (credit-card-only decedents)
787-758-0505
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
Verified Jul 2026

Popular Bank offers 14 consumer accounts that interact with estate planning in distinct ways. Of those, 12 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.

Popular Bank lets account holders update beneficiary designations online and in branch, typically taking 1-3 business days. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.

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

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust in-branch, and review 14 account types at Popular Bank.

View details →

When someone dies

Death claim process

Contact Popular Bank's Popular Private Client Trust Services to file a claim. 9-step process, 12 required documents, and contact information for survivors.

View details →

For questions about any of these procedures, contact Popular Bank's Popular Private Client Trust Services at 1-888-588-8419.

Because Popular Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.

SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • popularbank.com
  • documents.popular.com
  • populardirect.com
  • helpcenter.popularbank.com
  • popular.com

Data sourced from Popular Bank primary sources (19 pages reviewed). How we research.

Popular Bank

Subsidiary of Popular, Inc.

popularbank.com→
Popular Bank logo
Phone1-800-377-0800
Emailpopularnet@popular.com
Mailing Address

Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500

TTY/TDD
1-888-801-4871
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
WebsiteLearn more→

Popular Private Client Trust Services

Phone1-888-588-8419
Puerto Rico Trust Department
787-724-3657
NYC Headquarters (85 Broad St)
212-417-6800
NYC Madison Avenue (285 Madison Ave)
212-641-1580
NYC Columbus Avenue (730 Columbus Ave)
212-865-8812
Miami Brickell (1221 Brickell Ave)
305-938-0110
Miami Aventura (2875 NE 191 St, Suite 101)
786-953-1312
WebsiteLearn more→

Death Claims / Estate Processing

Phone1-800-377-0800
Mailing Address

Banco Popular de Puerto Rico Estate Processing (696), PO Box 362708, San Juan, PR 00936-2708 (Puerto Rico accounts); Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500 (mainland branch accounts); Popular Bank, Attn: Popular Direct Products, P.O. Box 4884, Miami Lakes, FL 33014 (Popular Direct online savings/CD accounts)

TeleBanco Popular (Puerto Rico)
787-724-3650
Puerto Rico Estate Processing Direct
787-724-3659
Puerto Rico Card Product Customer Service (credit-card-only decedents)
787-758-0505
Popular Direct Customer Care Center (online savings/CD)
1-800-274-5696
Verified Jul 2026

Estate planning articles

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

Estate planning articles

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

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026