Estate planning and settlement at Union Bank & Trust (Nebraska)
Name beneficiaries online and report a death at 1-800-297-2837
How your Union Bank & Trust (Nebraska) 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.
Union Bank & Trust (Nebraska) lets account holders update beneficiary designations online and by mail. Trust funding options vary by account type—check with Union Bank & Trust (Nebraska) for specifics.
Union Bank & Trust (Nebraska) provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 21 account types at Union Bank & Trust (Nebraska).
Preparing your estate →Death claim process
Report the death to Union Bank & Trust (Nebraska)'s Customer Support Team at 1-800-297-2837. The page lists the steps and the documents to send.
When someone dies →Union Bank & Trust (Nebraska)'s Union Bank Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-402-323-1324.
Union Bank & Trust (Nebraska) is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
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Estate planning articles
Learn how to protect your Union Bank & Trust (Nebraska) 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.
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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.
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