Estate planning at Amerant
How to protect 5 Amerant accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Amerant's Wealth Management — Trust Services
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Verified Jun 2026
Amerant has 5 accounts, each with different rules for what happens when the account holder dies. Of those, 5 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 changes at Amerant can be made in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Amerant 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 5 account types at Amerant.
View details →When someone dies
Death claim process
Contact Amerant's Wealth Management — Trust Services to file a claim. 5-step process, 4 required documents, and contact information for survivors.
View details →Amerant's Wealth Management — Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-866-649-8846.
Amerant 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
Yes. Amerant's wealth management division provides trust services and can act as trustee, opening and maintaining accounts, handling tax-return processes, and managing trust accounting. The trust team can be reached at 1-866-649-8846 (Monday-Friday 9:00 AM-5:00 PM ET), separate from the general Customer Care Center.
Sources
Data sourced from Amerant primary sources (5 pages reviewed). How we research.
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Verified Jun 2026
Estate planning articles
Learn how to protect your Amerant accounts and other assets with trusts, beneficiary designations, and estate planning documents.
