Estate planning and settlement at First Bank & Trust (South Dakota)
Name beneficiaries in branch and report a death at 1-800-843-1552
First Bank & Trust (South Dakota) offers 18 consumer accounts that interact with estate planning in distinct ways. 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 First Bank & Trust (South Dakota) can be managed in branch and by mail. Trust funding options vary by account type—check with First Bank & Trust (South Dakota) for specifics.
There are two sides to estate planning at First Bank & Trust (South Dakota): setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, and review 18 account types at First Bank & Trust (South Dakota).
Preparing your estate →Death claim process
Report the death to First Bank & Trust (South Dakota)'s Customer Service at 1-800-843-1552. The page lists the steps and the documents to send.
When someone dies →First Bank & Trust (South Dakota)'s Wealth Management, Estate & Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-800-843-1552.
First Bank & Trust (South Dakota) is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from First Bank & Trust (South Dakota) primary sources (33 pages reviewed). How we research.
First Bank & Trust (South Dakota) customer support
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Estate planning articles
Learn how to protect your First Bank & Trust (South Dakota) 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.
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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.
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Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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