Estate planning and settlement at Hancock Whitney
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-448-8812
How your Hancock Whitney 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 Hancock Whitney can be managed in branch, by phone, and by mail, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Hancock Whitney 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 Hancock Whitney.
Preparing your estate →Death claim process
Report the death to Hancock Whitney's Client Services at 1-800-448-8812. The page lists the steps and the documents to send.
When someone dies →Hancock Whitney's Investment Management & Trust can answer questions about beneficiaries, trusts, or death claims at 1-800-651-9227.
Hancock Whitney 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 Hancock Whitney primary sources (15 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Hancock Whitney 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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