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 Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500
Popular Private Client Trust Services
Death Claims / Estate Processing
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)
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.
Sources
Data sourced from Popular Bank primary sources (19 pages reviewed). How we research.
Popular Bank Customer Care Center, P.O. Box 4906, Miami Lakes, FL 33014-8500
Popular Private Client Trust Services
Death Claims / Estate Processing
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)
Estate planning articles
Learn how to protect your Popular Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
