Estate planning and settlement at BankPlus
Report a death at 1-888-811-7587
BankPlus has 16 accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary management at BankPlus is handled through direct contact. The Trust and Estate Administration coordinates these changes.
There are two sides to estate planning at BankPlus: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to review 16 account types at BankPlus.
Preparing your estate →Death claim process
Report the death to BankPlus' Customer Service at 1-888-811-7587. The page lists the steps and the documents to send.
When someone dies →Reach BankPlus' Trust and Estate Administration at 1-601-607-4283 for help with any of these procedures.
Because BankPlus serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from BankPlus primary sources (27 pages reviewed). How we research.
BankPlus customer support
Customer Service
Phone
Toll-free
CallPlus 24-Hour Banking
Card Services Department
Mailing address
Website
Estate planning articles
Learn how to protect your BankPlus accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
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Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Tools for Planning Your Estate
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Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
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Compare will costs across providers plus probate costs your heirs will pay.
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Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
