Estate planning and settlement at Great Southern Bank
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-749-7113
How your Great Southern Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 16 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.
Great Southern Bank lets account holders update beneficiary designations in branch and by phone, typically taking 15 to 30 minutes in a branch or by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Great Southern Bank 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 20 account types at Great Southern Bank.
Preparing your estate →Death claim process
Report the death to Great Southern Bank's Branch Banking / Customer Service at 1-800-749-7113. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact Great Southern Bank's Branch Banking at 1-800-749-7113.
Great Southern 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.
Sources
Data sourced from Great Southern Bank primary sources (15 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Great Southern Bank 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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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.
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Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
