Estate planning at Hancock Whitney
How to protect 15 Hancock Whitney accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Hancock Whitney's Trust & Asset Management
Phone1-800-448-8812
Mailing Address
P.O. Box 4019, Gulfport, MS 39502
Spanish Language Support
Financial Consultants
Treasury Services Client Support
Mortgage Support
Mortgage Loan Application
Consumer Loan Applications
Business Loan Applications
HELOC Support
WebsiteLearn more→
Trust & Asset Management
Phone1-800-651-9227
Death Claims
Phone1-800-448-8812
Toll-Free1-800-448-8812
Mailing Address
Hancock Whitney Bank, P.O. Box 4019, Gulfport, MS 39502
Verified Apr 2026
How your Hancock Whitney accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 13 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.
Managing beneficiaries at Hancock Whitney is straightforward—changes can be made in branch, by mail, and by phone, 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.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Hancock Whitney.
View details →When someone dies
Death claim process
Contact Hancock Whitney's Trust & Asset Management to file a claim. 6-step process, 5 required documents, and contact information for survivors.
View details →Hancock Whitney's Trust & Asset Management 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.
Frequently asked questions
Yes. Hancock Whitney has a full-service Trust & Asset Management division with nearly a century of trustee experience. Services include trust administration, estate settlement, professional trustee services, investment management, and generational wealth transfer planning. The Wealth Management division offers Gold (up to $1M), Platinum ($1M-$3M), and Titanium ($3M+) service tiers. Call 1-800-651-9227 to speak with an advisor.
Yes. Hancock Whitney Trust & Asset Management can serve as a professional corporate trustee, managing trust assets and handling administrative responsibilities on behalf of beneficiaries. The bank ensures all actions within trust accounts comply with the governing trust documents and applicable laws. Investment management fees are approximately 1% of assets, with the range typically between 0.5% and 1.5%.
Visit a Hancock Whitney financial center with your trust agreement or Certification of Trust, government-issued photo ID for all trustees, and the trust tax identification number (EIN) if applicable. A Private Banker will complete the retitling paperwork to change account ownership to the trust. Existing POD designations should be reviewed and removed, as the trust governs distribution. Allow 1-2 weeks for full processing.
Yes. Hancock Whitney offers Traditional IRA and Roth IRA accounts in both savings and CD formats. IRA beneficiary designations are handled separately through IRA beneficiary forms, not through the standard POD process used for deposit accounts. Visit a financial center to complete or update your IRA beneficiary designation forms.
Hancock Whitney Wealth Management offers three service tiers: Gold (up to $1M in assets), Platinum ($1M-$3M), and Titanium ($3M+). Each tier provides access to a team including a private banker, wealth advisor, trust advisor, and portfolio manager. Trust & Asset Management can also serve as professional corporate trustee. Call 1-800-651-9227 for Trust & Asset Management or 1-800-385-4188 for Financial Consultants.
Sources
Data sourced from Hancock Whitney primary sources (18 pages reviewed). How we research.
Phone1-800-448-8812
Mailing Address
P.O. Box 4019, Gulfport, MS 39502
Spanish Language Support
Financial Consultants
Treasury Services Client Support
Mortgage Support
Mortgage Loan Application
Consumer Loan Applications
Business Loan Applications
HELOC Support
WebsiteLearn more→
Trust & Asset Management
Phone1-800-651-9227
Death Claims
Phone1-800-448-8812
Toll-Free1-800-448-8812
Mailing Address
Hancock Whitney Bank, P.O. Box 4019, Gulfport, MS 39502
Verified Apr 2026
Estate planning articles
Learn how to protect your Hancock Whitney accounts and other assets with trusts, beneficiary designations, and estate planning documents.
