Estate planning and settlement at TrustCo Bank
Report a death at 1-800-670-3110
How your TrustCo Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
TrustCo Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 14 account types at TrustCo Bank.
Preparing your estate →Death claim process
Report the death to TrustCo Bank's Customer Service at 1-800-670-3110. The page lists the steps and the documents to send.
When someone dies →TrustCo Bank's Trustco Wealth Management can answer questions about beneficiaries, trusts, or death claims at 1-800-670-3110.
TrustCo 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
Yes. TrustCo Wealth Management offers Living Trust (https://www.trustcobank.com/wealth-management/living-trust/), Trust Under Your Will (https://www.trustcobank.com/wealth-management/trust-under-your-will/), and Estate Settlement (https://www.trustcobank.com/wealth-management/estate-settlement/) services, and says its team has been guiding clients since 1902. TrustCo Bank Corp NY describes the bank as serving as executor of estates and trustee of personal trusts. The division is reached at 518-381-3643 or 1-800-670-3110.
Sources
Data sourced from TrustCo Bank primary sources (23 pages reviewed). How we research.
TrustCo Bank customer support
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Estate planning articles
Learn how to protect your TrustCo Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. 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.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
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.
