Estate planning at Arvest
How to protect 15 Arvest accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Arvest's Arvest Wealth Management
Arvest Bank Customer Service
Arvest Bank, P.O. Box 799, Lowell, AR 72745
Arvest Wealth Management
Arvest Wealth Management, PO Box 1515, Lowell, AR 72745
Customer Service / Arvest Wealth Management
Arvest Bank, P.O. Box 799, Lowell, AR 72745
How your Arvest accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 14 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Arvest lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Arvest: setting things up while you're alive, and the process survivors follow 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 Arvest.
View details →When someone dies
Death claim process
Contact Arvest's Arvest Wealth Management to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →Reach Arvest's Arvest Wealth Management at (888) 916-2121 for help with any of these procedures. Email inquiries can be sent to AWMSolutionsCenter@arvest.com.
Arvest 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. Deposit accounts (checking, savings, money market, CDs) at Arvest Bank can be retitled to a revocable living trust. Visit an Arvest branch with your trust agreement or Certificate of Trust, government-issued photo ID for all trustees, and the trust tax identification number (EIN) if applicable. IRA accounts cannot be retitled to a trust, but a trust can be named as the IRA beneficiary. For managed trust accounts, contact Arvest Wealth Management at (888) 916-2121.
Yes. Arvest Wealth Management offers corporate trustee services and can serve as sole trustee or co-trustee. The Estate Settlement Services team can also serve as executor or co-executor and oversee estate administration, court process, and beneficiary distributions. Services include investment management, bill paying, and tax preparation assistance. Contact Arvest Wealth Management at (888) 916-2121.
Yes. While IRA accounts at Arvest cannot be retitled to a trust, you can name a revocable living trust as the beneficiary of your Traditional IRA or Roth IRA. This is done through separate IRA beneficiary designation paperwork at an Arvest branch. Naming a trust as IRA beneficiary may have tax implications for beneficiaries under the SECURE Act; consult a tax advisor for your specific situation.
Sources
Data sourced from Arvest primary sources (22 pages reviewed). How we research.
Arvest Bank Customer Service
Arvest Bank, P.O. Box 799, Lowell, AR 72745
Arvest Wealth Management
Arvest Wealth Management, PO Box 1515, Lowell, AR 72745
Customer Service / Arvest Wealth Management
Arvest Bank, P.O. Box 799, Lowell, AR 72745
Estate planning articles
Learn how to protect your Arvest accounts and other assets with trusts, beneficiary designations, and estate planning documents.
