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 TD Wealth Private Client Group (corporate trustee, executor, and co-executor services; $1M+ investable assets and $3M+ net worth)
TD Bank, N.A. (corporate office), 4140 Church Road, Mount Laurel, NJ 08054
TD Wealth Private Client Group (corporate trustee, executor, and co-executor services; $1M+ investable assets and $3M+ net worth)
TD Bank Customer Service (US estate intake -- TD Bank, N.A. publishes no separate US estates line)
TD Bank, N.A., Customer Service Department, Mail Stop NJ5-002-215, 6000 Atrium Way, Mt. Laurel, NJ 08054 (written correspondence address in the Personal Deposit Account Agreement; TD's corporate office is 4140 Church Road, Mount Laurel, NJ 08054)
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.
Managing beneficiaries at TD Bank is straightforward—changes can be made in branch and by phone, typically taking 20-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
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 TD Wealth Private Client Group (corporate trustee, executor, and co-executor services; $1M+ investable assets and $3M+ net worth) to file a claim. 4-step process, 8 required documents, and contact information for survivors.
View details →Reach TD Bank's TD Wealth Private Client Group (corporate trustee, executor, and co-executor services; $1M+ investable assets and $3M+ net worth) 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 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, Delaware Directed Trustee Services, charitable foundation management, and tangible property preservation. These services require $1 million+ in investable assets and $3 million+ in net worth (exclusive of real estate). Contact TD Wealth at 1-866-235-1248.
Sources
Data sourced from TD Bank primary sources (18 pages reviewed). How we research.
TD Bank, N.A. (corporate office), 4140 Church Road, Mount Laurel, NJ 08054
TD Wealth Private Client Group (corporate trustee, executor, and co-executor services; $1M+ investable assets and $3M+ net worth)
TD Bank Customer Service (US estate intake -- TD Bank, N.A. publishes no separate US estates line)
TD Bank, N.A., Customer Service Department, Mail Stop NJ5-002-215, 6000 Atrium Way, Mt. Laurel, NJ 08054 (written correspondence address in the Personal Deposit Account Agreement; TD's corporate office is 4140 Church Road, Mount Laurel, NJ 08054)
Estate planning articles
Learn how to protect your TD Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
