Estate planning at United Community
How to protect 15 United Community accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through United Community's Private Wealth (trust administration and estate settlement)
Customer Service
United Community Bank, 200 East Camperdown Way, Greenville, SC 29601
Private Wealth (trust administration and estate settlement)
United Community Bank, 200 East Camperdown Way, Greenville, SC 29601
Customer Support (deceased account holder notification)
United Community Bank, 200 East Camperdown Way, Greenville, SC 29601
United Community has 15 accounts, each with different rules for what happens when the account holder dies. Of those, 13 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Managing beneficiaries at United Community is straightforward—changes can be made in branch, by mail, and by phone, typically taking 15-30 minutes (in-branch or by phone). Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
United Community 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 15 account types at United Community.
View details →When someone dies
Death claim process
Contact United Community's Private Wealth (trust administration and estate settlement) to file a claim. 5-step process, 8 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact United Community's Private Wealth (trust administration and estate settlement) at 1-844-931-9584.
United Community 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. United Community's Private Wealth division offers fiduciary services including serving as trustee or co-trustee, trust administration, and estate settlement. Trust officers develop relationships with beneficiaries and work with portfolio managers to grow trust assets. The bank can also be named as a personal representative to settle estates. Contact Private Wealth at 1-844-931-9584 or visit https://www.ucbi.com/private-wealth for details.
Sources
Data sourced from United Community primary sources (20 pages reviewed). How we research.
Customer Service
United Community Bank, 200 East Camperdown Way, Greenville, SC 29601
Private Wealth (trust administration and estate settlement)
United Community Bank, 200 East Camperdown Way, Greenville, SC 29601
Customer Support (deceased account holder notification)
United Community Bank, 200 East Camperdown Way, Greenville, SC 29601
Estate planning articles
Learn how to protect your United Community accounts and other assets with trusts, beneficiary designations, and estate planning documents.
