Estate planning at Webster
How to protect 15 Webster accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Webster's Fiduciary & Trust Services (Webster Private Bank)
Webster
Subsidiary of Webster Financial Corporation (pending Santander acquisition, announced Feb 2026)
websterbank.com →
Phone1-800-325-2424
Mailing Address
200 Elm Street, Stamford, CT 06902
Fiduciary & Trust Services (Webster Private Bank)
Phone1-800-325-2424
Mailing Address
200 Elm Street, Stamford, CT 06902
WebsiteLearn more →
Phone1-800-325-2424
Mailing Address
Webster Bank, N.A., 200 Elm Street, Stamford, CT 06902
Verified Mar 2026
Webster offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 13 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.
Beneficiary designations at Webster can be managed in branch and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Webster 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 Webster.
View details →When someone dies
Death claim process
Contact Webster's Fiduciary & Trust Services (Webster Private Bank) to file a claim. 10-step process, 7 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Webster's Fiduciary & Trust Services (Webster Private Bank) at 1-800-325-2424.
Webster 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
Webster Bank does not currently offer online POD beneficiary designation management. You can add or update beneficiaries by visiting a banking center with government-issued photo ID or by calling customer service at 1-800-325-2424.
Yes. Trusts can be named as POD beneficiaries on Webster deposit accounts. You will need to provide the trust name, date established, and EIN. POD accounts pass outside the probate process, transferring directly to the designated beneficiary. For IRA accounts, a trust can also be named as beneficiary, though there may be tax implications -- consult a tax advisor.
Visit a Webster banking center with your trust document or Certificate of Trust, government-issued photo ID for all trustees, and the trust tax identification number (EIN or SSN). A banker will help you complete the trust account application and retitle or transfer funds. For comprehensive fiduciary and trust administration services, contact Webster Private Bank.
No. IRAs cannot be titled to a trust. However, you can name your trust as the beneficiary of your Webster IRA. Consult a tax advisor before doing this, as there are significant income tax implications for trust beneficiaries under the SECURE Act's 10-year distribution rule.
Webster Private Bank offers comprehensive fiduciary and trust services including trust administration, estate settlement, and multi-generational trust management. Their fiduciary service acts on your behalf to clarify objectives while meeting all compliance and reporting requirements. Private Banking clients also receive a dedicated Private Client Relationship Manager.
Yes. Banco Santander announced the acquisition of Webster Financial Corporation on February 3, 2026. The transaction values Webster at $12.3 billion ($75.00 per share, consisting of 65% cash and 35% Santander shares). The combined entity would be a top-ten retail and commercial bank in the U.S. by assets. The transaction is expected to close in the second half of 2026, subject to regulatory and shareholder approvals. Webster Bank continues to operate independently until the merger is complete.
Webster
Subsidiary of Webster Financial Corporation (pending Santander acquisition, announced Feb 2026)
websterbank.com →Phone1-800-325-2424
Mailing Address
200 Elm Street, Stamford, CT 06902
Fiduciary & Trust Services (Webster Private Bank)
Phone1-800-325-2424
Mailing Address
200 Elm Street, Stamford, CT 06902
WebsiteLearn more →
Phone1-800-325-2424
Mailing Address
Webster Bank, N.A., 200 Elm Street, Stamford, CT 06902
Verified Mar 2026
Estate planning resources for Webster customers
Tools and documents to help protect your Webster accounts.
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