Estate planning at MidFirst
How to protect 16 MidFirst accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through MidFirst's MidFirst Private Wealth - Trust Services
Personal Banker Support
Personal Banker Support (Deceased Account Notification — no dedicated bereavement line)
MidFirst has 16 accounts, each with different rules for what happens when the account holder dies. Of those, 13 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary designations at MidFirst can be managed in branch and by phone, typically taking 15-30 minutes in a banking center. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
MidFirst provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at MidFirst.
View details →When someone dies
Death claim process
Contact MidFirst's MidFirst Private Wealth - Trust Services to file a claim. 9-step process, 8 required documents, and contact information for survivors.
View details →Reach MidFirst's MidFirst Private Wealth - Trust Services at 888.643.3477 for help with any of these procedures.
MidFirst 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 MidFirst primary sources (15 pages reviewed). How we research.
Personal Banker Support
Personal Banker Support (Deceased Account Notification — no dedicated bereavement line)
Estate planning articles
Learn how to protect your MidFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.
