Estate planning at NBH Bank
How to protect 10 NBH Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through NBH Bank's Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank
Client Services and Solutions (by brand division)
NBH Bank, 7800 East Orchard Road, Suite 300, Greenwood Village, CO 80111 (corporate; confirmed via the National Bank Holdings Corporation SEC filer record). Written loan requests: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207.
Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank
Bank of Jackson Hole Trust and Wealth, 990 West Broadway, Suite 200, Jackson, WY 83001 (entrance on the southeast side of the building). Indiana office: 9910 Dupont Circle Drive East, Suite 125, Fort Wayne, IN 46825, (260) 363-3016.
Client Services and Solutions - deceased account holder (contact the brand division that holds the account)
Mortgage and loan correspondence for a deceased borrower: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207. NBH Bank does not publish a separate estate-claims address for deposit accounts; call the brand division first.
NBH Bank offers 10 consumer accounts that interact with estate planning in distinct ways. Of those, 6 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
NBH Bank lets account holders update beneficiary designations in branch and by phone, typically taking 15-30 minutes at a banking center. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
NBH Bank 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 10 account types at NBH Bank.
View details →When someone dies
Death claim process
Contact NBH Bank's Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →Reach NBH Bank's Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank at 307-732-3071 for help with any of these procedures.
NBH Bank is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
No. A deposit account retitled to your trust at any NBH Bank banking center is still just a deposit account governed by the account agreement. The trust's situs — the state law that controls how the trust itself is administered — is set by the trust document and the trustee, which is usually your home state. Wyoming's trust perpetuity, tax, and privacy advantages come from having a Wyoming-situs trust with a Wyoming trustee, which is the service the Trust and Wealth Department of Bank of Jackson Hole (307-732-3071) actually sells. If Wyoming situs is the goal, the trust has to be created or moved there and administered by that team; simply opening a checking account at a Bank of Jackson Hole branch does nothing for it.
Sources
- cobnks.com
- nbhbank.com
- bankmw.com
- bankofjacksonhole.com
- hillcrestbank.com
- nationalbankholdings.com
- vistabank.com
Data sourced from NBH Bank primary sources (18 pages reviewed). How we research.
Client Services and Solutions (by brand division)
NBH Bank, 7800 East Orchard Road, Suite 300, Greenwood Village, CO 80111 (corporate; confirmed via the National Bank Holdings Corporation SEC filer record). Written loan requests: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207.
Trust and Wealth Department of Bank of Jackson Hole, a division of NBH Bank
Bank of Jackson Hole Trust and Wealth, 990 West Broadway, Suite 200, Jackson, WY 83001 (entrance on the southeast side of the building). Indiana office: 9910 Dupont Circle Drive East, Suite 125, Fort Wayne, IN 46825, (260) 363-3016.
Client Services and Solutions - deceased account holder (contact the brand division that holds the account)
Mortgage and loan correspondence for a deceased borrower: [Brand name], a division of NBH Bank, Attention: Loan Operations, PO Box 410207, Kansas City, MO 64141-0207. NBH Bank does not publish a separate estate-claims address for deposit accounts; call the brand division first.
Estate planning articles
Learn how to protect your NBH Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
