Estate planning and settlement at United Community
Report a death at 1-800-822-2651
United Community has 15 accounts, each with different rules for what happens when the account holder dies. Of those, 7 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.
Beneficiary management at United Community is handled through direct contact. The Private Wealth Client Services coordinates these changes.
United Community 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 United Community.
Preparing your estate →Death claim process
Report the death to United Community's General Support at 1-800-822-2651. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact United Community's Private Wealth Client Services 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 lists fiduciary services, described as trust administration and estate settlement, and the bank says it can serve as trustee or co-trustee with an individual and can be named as a personal representative to settle estates. Private Wealth Client Services is at 1-844-931-9584 during normal business hours (8:00am-5:00pm ET), and more information is at https://www.ucbi.com/private-wealth.
Sources
Data sourced from United Community primary sources (24 pages reviewed). How we research.
United Community customer support
General Support
Phone
Same number, spelled
Existing home loan questions (choose Option 6)
Private Wealth Client Services
Treasury Management Services and Support
Hours
Website
Estate planning articles
Learn how to protect your United Community 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.
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