Estate planning at Seacoast Bank
How to protect 19 Seacoast Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Death Claims
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Seacoast Bank offers 19 consumer accounts that interact with estate planning in distinct ways. Of those, 13 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.
At Seacoast Bank, beneficiary designations are managed in branch and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Seacoast 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 update beneficiaries in-branch, fund a trust in-branch, and review 19 account types at Seacoast Bank.
View details →When someone dies
Death claim process
5-step process, 6 required documents, and contact information for survivors.
View details →Seacoast Bank is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Seacoast Bank does not currently offer online POD beneficiary designation for deposit accounts. You must visit a branch in person or call 800-706-9991 to request the form by mail.
Yes. Seacoast Wealth Management has provided trust and wealth management services since 1958. They offer trust administration, estate settlement, investment management, wealth planning, business transition planning, probate and guardianship support, charitable trust management, and family office solutions. Contact a Seacoast Wealth Management advisor through any branch location or call 800-706-9991.
Sources
Data sourced from Seacoast Bank primary sources (20 pages reviewed). How we research.
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Death Claims
Seacoast National Bank, P.O. Box 9012, Stuart, FL 34995-9012
Estate planning articles
Learn how to protect your Seacoast Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
