Estate planning and settlement at Rockland Trust
Report a death at 1-508-732-7072
Rockland Trust has 11 accounts, each with different rules for what happens when the account holder dies. Of those, 8 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.
To add or update beneficiaries at Rockland Trust, account holders work through direct contact with the institution. Rockland Trust Investment Management Group coordinates these changes.
There are two sides to estate planning at Rockland Trust: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to review 11 account types at Rockland Trust.
Preparing your estate →Death claim process
Report the death to Rockland Trust's Customer Information Center at 1-508-732-7072. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Rockland Trust Investment Management Group at 1-508-732-7072.
Rockland Trust 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 Rockland Trust primary sources (17 pages reviewed). How we research.
Rockland Trust customer support
Customer Information Center
Phone
Customer Support, outside Massachusetts
Business Banking
Loan account questions (Customer Service Department)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Rockland Trust accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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