Estate planning and settlement at TD Bank
Report a death at 1-888-751-9000
TD Bank offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 8 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.
To add or update beneficiaries at TD Bank, account holders work through direct contact with the institution. The TD Wealth coordinates these changes.
TD Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 15 account types at TD Bank.
Preparing your estate →Death claim process
Report the death to TD Bank's Customer Service at 1-888-751-9000. The page lists the steps and the documents to send.
When someone dies →Reach TD Bank's TD Wealth at 1-866-235-1248 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. TD Wealth states that the TD Bank, N.A. Investment and Trust group serves as trustee or co-trustee, can serve as trustee of a Delaware directed trust, provides fiduciary services for charitable foundations and trusts, and that TD Bank can provide executor and co-executor services. TD Wealth Private Client Group clients generally have at least $1 million in liquid assets or $3 million in total net worth, exclusive of primary residence. TD Wealth is 1-866-235-1248.
Sources
Data sourced from TD Bank primary sources (29 pages reviewed). How we research.
TD Bank customer support
Phone
Mortgage Loan (talk to a mortgage advisor)
Home Equity Loans and Lines of Credit
TD Wealth
Cross-Border Banking
TD Credit Cards
TD Consumer Collections and Recovery (charged-off accounts)
Hours
Website
Estate planning articles
Learn how to protect your TD Bank 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.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
