Estate planning and settlement at First Horizon
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-382-5465
How your First Horizon accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 12 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.
Beneficiary designations at First Horizon can be managed in branch, by phone, and by mail, typically taking 15 to 30 minutes at a banking center. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
First Horizon has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at First Horizon.
Preparing your estate →Death claim process
Report the death to First Horizon at 1-800-382-5465. The page lists the steps and the documents to send.
When someone dies →Reach First Horizon's Trust and Estate Planning at 1-800-382-5465 for help with any of these procedures.
Because First Horizon serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
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Data sourced from First Horizon primary sources (19 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your First Horizon accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. 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.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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