Estate planning at Provident
How to protect 16 Provident accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Provident's Beacon Trust (Wealth Management & Trust Services)
Customer Care Center
Provident Bank, P.O. Box 1001, Iselin, NJ 08830-1001
Beacon Trust (Wealth Management & Trust Services)
Beacon Trust, 163 Madison Avenue, Suite 600, Morristown, NJ 07960
Customer Care Center (no dedicated estate line; death notification runs through Customer Care or any branch)
Provident Bank, P.O. Box 1001, Iselin, NJ 08830-1001
Provident has 16 accounts, each with different rules for what happens when the account holder dies. Of those, 11 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.
Managing beneficiaries at Provident is straightforward—changes can be made in branch and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Provident 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 update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at Provident.
View details →When someone dies
Death claim process
Contact Provident's Beacon Trust (Wealth Management & Trust Services) to file a claim. 7-step process, 8 required documents, and contact information for survivors.
View details →Reach Provident's Beacon Trust (Wealth Management & Trust Services) at 1-866-377-8090 for help with any of these procedures. Email inquiries can be sent to support@beacontrust.com.
Provident is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Provident primary sources (29 pages reviewed). How we research.
Customer Care Center
Provident Bank, P.O. Box 1001, Iselin, NJ 08830-1001
Beacon Trust (Wealth Management & Trust Services)
Beacon Trust, 163 Madison Avenue, Suite 600, Morristown, NJ 07960
Customer Care Center (no dedicated estate line; death notification runs through Customer Care or any branch)
Provident Bank, P.O. Box 1001, Iselin, NJ 08830-1001
Estate planning articles
Learn how to protect your Provident accounts and other assets with trusts, beneficiary designations, and estate planning documents.
