Estate planning at TD Bank
How to protect 17 TD Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through TD Bank's One TD Estates Centre
Phone1-888-751-9000
Mailing Address
TD Bank, N.A., 4140 Church Road, Mount Laurel, NJ 08054
Mortgage
Home Equity
TD Wealth
Cross-Border Banking
Credit Cards
WebsiteLearn more→
One TD Estates Centre
Phone1-866-235-1974
Death Claims
Phone1-888-751-9000
Toll-Free1-888-751-9000
Mailing Address
TD Bank, N.A., 4140 Church Road, Mount Laurel, NJ 08054
Mortgage Death Claims
Home Equity Death Claims
One TD Estates Centre
Verified Apr 2026
TD Bank offers 17 consumer accounts that interact with estate planning in distinct ways. Of those, 14 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 TD Bank, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
TD Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at TD Bank.
View details →When someone dies
Death claim process
Contact TD Bank's One TD Estates Centre to file a claim. 3-step process, 8 required documents, and contact information for survivors.
View details →Reach TD Bank's One TD Estates Centre at 1-866-235-1974 for help with any of these procedures.
TD Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. You can retitle your TD Bank deposit accounts (checking, savings, money market, CDs) to a revocable living trust. Visit a TD Bank branch with your trust agreement or Certificate of Trust, government-issued ID for all trustees, and the trust's EIN or grantor's SSN. Trust accounts cannot be opened or retitled online. Allow 30-60 minutes for the branch appointment.
Yes. TD Bank N.A. Investment and Trust group provides fiduciary services as trustee or co-trustee through TD Wealth Private Client Group. Services include trust administration, estate settlement as executor or co-executor, charitable foundation management, and tangible property preservation. These services require $1 million+ in investable assets and $3 million+ in net worth. Contact TD Wealth at 1-866-235-1248.
Sources
Data sourced from TD Bank primary sources (19 pages reviewed). How we research.
Phone1-888-751-9000
Mailing Address
TD Bank, N.A., 4140 Church Road, Mount Laurel, NJ 08054
Mortgage
Home Equity
TD Wealth
Cross-Border Banking
Credit Cards
WebsiteLearn more→
One TD Estates Centre
Phone1-866-235-1974
Death Claims
Phone1-888-751-9000
Toll-Free1-888-751-9000
Mailing Address
TD Bank, N.A., 4140 Church Road, Mount Laurel, NJ 08054
Mortgage Death Claims
Home Equity Death Claims
One TD Estates Centre
Verified Apr 2026
Estate planning articles
Learn how to protect your TD Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
