FDIC-Insured - Backed by the full faith and credit of the U.S. Government

For optimal viewing experience, please use a supported browser such as Chrome or Edge

Download Edge Download Chrome

Estate Planning on Your Terms

Published on October 16, 2020 | 1 min read |

If you want to ensure your wishes are heard and your assets are protected after you’re gone, proper planning is important. Here’s where to start.

REVIEW YOUR PREVIOUS PREPARATIONS Consider your retirement and life insurance accounts—did you designate who ought to receive those funds if you pass away? If so, you’ve already begun the estate planning process.

ENSURE CONSISTENCY While a simple will is an incredibly important document in estate planning, it won’t take precedence over your previous preparations. Make sure that those preparations you’ve already made appropriately reflect your current wishes and beneficiaries.

COMMUNICATE YOUR WISHES Ask yourself: “If I’m not here, will these documents accurately communicate my wishes, and do I trust the people I’ve put in charge to use these assets correctly?” Your answers will tell you how you need to plan.

CONSIDER YOUR BUSINESS If you own a business and want it to remain in the family or continue to make a profit, you need to make sure you have the right team in place. Consider creating a management succession plan to keep the business running.

Webster Private Bankers will personally coordinate with our experts on cash management, wealth services, lending and more to ensure your needs are met.

Related Resources

Personal BankingArticles
How Much Should You Keep in Savings?
One of the most common questions about saving is also one of the hardest to answer: how much is enough? There isn’t a single number that fits everyone. The right amount depends on your lifestyle, responsibilities, and financial goals. What matters most is having a plan that reflects your situation, and adjusting it as your […]
Read more
Personal BankingArticles
Small Habits That Build Meaningful Savings
Saving doesn’t always come from large, one-time deposits. In many cases, it’s the small, consistent habits that make the biggest difference over time. When saving feels manageable, it’s easier to stick with, and that’s what drives real progress. The goal isn’t to do everything at once. It’s to build simple routines that fit into your […]
Read more
Personal BankingArticles
Making Saving Automatic
Saving often starts with good intentions. The challenge is staying consistent over time, especially when expenses vary or priorities shift. One of the most effective ways to build momentum is to take decision-making out of the process and make saving automatic. Automation turns saving into a routine, not a choice you have to revisit each […]
Read more

Connect With Us

Learn more about Webster Bank products, services and the communities we serve.

Webster Bank

 

Contact usFind a Banking Center
Member FDIC — Equal Housing Lender

Webster Bank, a division of Santander Bank, N.A., Member FDIC

Webster, Webster Bank, Webster Investments, the Webster Bank logo
and the W symbol are trademarks of Santander Holdings USA, Inc.
and registered in the U.S. Patent and Trademark Office.
© 2026 Santander Holdings USA, Inc. All rights reserved.