Estate planning at Fifth Third Bank
How to protect 15 Fifth Third Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Fifth Third Bank's Wealth Management / Private Bank
Customer Service
Phone1-800-972-3030
Mailing Address
38 Fountain Square Plaza, Cincinnati, OH 45263
WebsiteLearn more →
Probate Team
Phone1-800-972-3030
Toll-Free1-800-972-3030
Fax616-653-2455
Mailing Address
Fifth Third Bank, Attn: Probate Team, 1830 East Paris Ave. SE, Grand Rapids, MI 49546
Probate Specialist (Loans)
Fifth Third Securities
Fifth Third Private Bank
Mortgage Servicing
Verified Feb 2026
Fifth Third Bank offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 12 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.
Beneficiary designations at Fifth Third Bank can be managed 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.
Fifth Third Bank 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 15 account types at Fifth Third Bank.
View details →When someone dies
Death claim process
Contact Fifth Third Bank's Wealth Management / Private Bank to file a claim. 9-step process, 5 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Fifth Third Bank's Wealth Management / Private Bank at 1-866-488-0017.
Fifth Third Bank operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Contact Fifth Third Securities at 1-800-416-8714 or visit a banking center to request a beneficiary designation form for your IRA or brokerage account. You can name primary and contingent beneficiaries with percentage allocations. A trust can be named as beneficiary on IRA accounts.
Yes. Trusts can be named as POD beneficiaries on Fifth Third deposit accounts and as beneficiaries on IRA and investment accounts. You will need to provide the trust name, date established, and Employer Identification Number (EIN) when completing the beneficiary designation form. Consult a tax advisor before naming a trust as IRA beneficiary, as there are significant tax implications.
Visit a Fifth Third banking center with your Certificate of Trust or complete trust agreement, valid photo ID for all trustees, and the trust EIN or grantor SSN. A banker will help you complete the paperwork to retitle your accounts to trust ownership. Checking, savings, money market, CD, and brokerage accounts can all be retitled. Processing typically takes 1-2 weeks.
Yes. Fifth Third Private Bank offers comprehensive estate settlement administration with over 100 years of experience, including serving as executor, administrator, or agent of an estate. Their fiduciary professionals can coordinate the entire settlement process, including tax filings, asset distribution, and trust funding. Contact Fifth Third Private Bank at 1-866-488-0017 for these services.
Yes. Fifth Third partners with Trust & Will to offer free, state-specific wills and living trusts to all customers. Customers can access this service through online banking or the Fifth Third mobile app. The guided experience can be completed in less than one hour at no cost. Within four months of launch, more than 26,000 wills were redeemed and over 1,600 trusts created.
Customer Service
Phone1-800-972-3030
Mailing Address
38 Fountain Square Plaza, Cincinnati, OH 45263
WebsiteLearn more →
Probate Team
Phone1-800-972-3030
Toll-Free1-800-972-3030
Fax616-653-2455
Mailing Address
Fifth Third Bank, Attn: Probate Team, 1830 East Paris Ave. SE, Grand Rapids, MI 49546
Probate Specialist (Loans)
Fifth Third Securities
Fifth Third Private Bank
Mortgage Servicing
Verified Feb 2026
Estate planning resources for Fifth Third Bank customers
Tools and documents to help protect your Fifth Third Bank accounts.
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