Estate planning at Webster
How to protect 16 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)
Phone1-855-274-2800
Mailing Address
200 Elm Street, Stamford, CT 06902
WebsiteLearn more→
Customer Service / Estate Claims
Phone1-800-325-2424
Mailing Address
Webster Bank, N.A., 200 Elm Street, Stamford, CT 06902
Verified Apr 2026
Webster offers 16 consumer accounts that interact with estate planning in distinct ways. Of those, 14 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.
Managing beneficiaries at Webster is straightforward—changes can be made 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 has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 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. 3-step process, 7 required documents, and contact information for survivors.
View details →Webster's Fiduciary & Trust Services (Webster Private Bank) can answer questions about beneficiaries, trusts, or death claims at 1-855-274-2800. Email inquiries can be sent to clientservices@websterbank.com.
Webster 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
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 approximately $12.3 billion ($48.75 in cash plus 2.0548 Santander American Depository Shares per Webster common share). 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.
Yes. For deposit accounts (checking, savings, money market, CDs), you can name a trust as a POD beneficiary by providing the trust name, date established, and EIN. For IRAs, a trust can be named as beneficiary through a separate IRA beneficiary designation form. Deposit accounts can also be retitled directly into a trust's name by visiting a banking center with your trust documentation.
Webster Private Bank is a division offering dedicated Private Client Relationship Managers, exclusive product rates, and comprehensive fiduciary and trust administration services. Private Checking requires a $25 minimum opening deposit with the $30 monthly fee waived for clients maintaining $25,000 in checking, $50,000 combined deposit balances (including CDs), or $100,000 in investment balances. Private Savings, Private Money Market, and Private CDs are available exclusively to Private Checking clients.
HSA Bank is a division of Webster Bank, N.A. and one of the nation's largest Health Savings Account providers. HSA Bank serves customers nationwide, unlike Webster Bank's regional banking centers. HSAs offer a triple tax advantage: tax-free contributions, tax-free growth, and tax-free qualified withdrawals for healthcare expenses. There is no monthly administration fee. Funds roll over every year with no expiration.
Sources
Data sourced from Webster primary sources (27 pages reviewed). How we research.
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)
Phone1-855-274-2800
Mailing Address
200 Elm Street, Stamford, CT 06902
WebsiteLearn more→
Customer Service / Estate Claims
Phone1-800-325-2424
Mailing Address
Webster Bank, N.A., 200 Elm Street, Stamford, CT 06902
Verified Apr 2026
Estate planning articles
Learn how to protect your Webster accounts and other assets with trusts, beneficiary designations, and estate planning documents.
