Estate planning at PlainsCapital
How to protect 14 PlainsCapital accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through PlainsCapital's The Private Bank - Trust & Estate Services (Estate Administration; Living & Testamentary Trusts)
PlainsCapital Bank Customer Service
Phone866-762-8392
Mailing Address
PlainsCapital Bank, 325 N. Saint Paul St., Suite 800, Dallas, TX 75201
Debit Card Activation/PIN (24/7)
Fraud Department
PrimeLending (main)
PrimeLending Loan Servicing
HilltopSecurities (wealth management / HQ)
WebsiteLearn more→
The Private Bank - Trust & Estate Services (Estate Administration; Living & Testamentary Trusts)
Phone214-252-4030
Austin
Dallas
Fort Worth
Houston & Coastal Bend
Lubbock
McAllen
WebsiteLearn more→
PlainsCapital Bank Customer Service (deposit death claims are settled through the branch network; no separate claims desk is published)
Phone866-762-8392
Mailing Address
PlainsCapital Bank, 325 N. Saint Paul St., Suite 800, Dallas, TX 75201
PrimeLending Loan Servicing (mortgage death claims)
HilltopSecurities (brokerage death claims)
WebsiteNotify online→
Verified Jul 2026
How your PlainsCapital 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.
PlainsCapital lets account holders update beneficiary designations in branch 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.
There are two sides to estate planning at PlainsCapital: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at PlainsCapital.
View details →When someone dies
Death claim process
Contact PlainsCapital's The Private Bank - Trust & Estate Services (Estate Administration; Living & Testamentary Trusts) to file a claim. 9-step process, 7 required documents, and contact information for survivors.
View details →PlainsCapital's The Private Bank - Trust & Estate Services (Estate Administration; Living & Testamentary Trusts) can answer questions about beneficiaries, trusts, or death claims at 214-252-4030. Email inquiries can be sent to PrivateBank@plainscapital.com.
PlainsCapital 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 PlainsCapital primary sources (15 pages reviewed). How we research.
PlainsCapital Bank Customer Service
Phone866-762-8392
Mailing Address
PlainsCapital Bank, 325 N. Saint Paul St., Suite 800, Dallas, TX 75201
Debit Card Activation/PIN (24/7)
Fraud Department
PrimeLending (main)
PrimeLending Loan Servicing
HilltopSecurities (wealth management / HQ)
WebsiteLearn more→
The Private Bank - Trust & Estate Services (Estate Administration; Living & Testamentary Trusts)
Phone214-252-4030
Austin
Dallas
Fort Worth
Houston & Coastal Bend
Lubbock
McAllen
WebsiteLearn more→
PlainsCapital Bank Customer Service (deposit death claims are settled through the branch network; no separate claims desk is published)
Phone866-762-8392
Mailing Address
PlainsCapital Bank, 325 N. Saint Paul St., Suite 800, Dallas, TX 75201
PrimeLending Loan Servicing (mortgage death claims)
HilltopSecurities (brokerage death claims)
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your PlainsCapital accounts and other assets with trusts, beneficiary designations, and estate planning documents.
