Estate planning at Pinnacle Bank (NE)
How to protect 18 Pinnacle Bank (NE) accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Pinnacle Bank (NE)'s Pinnacle Trust Services
Customer Service
Pinnacle Trust Services
Pinnacle Trust Services, 13131 West Dodge Road, Omaha, NE 68154 (fax 402-697-8887). Lincoln trust office: 3939 South Street, Lincoln, NE 68506 (fax 402-437-9298).
Customer Service (deceased accounts are handled by the deceased's local branch; there is no central estate-claims unit)
Pinnacle Bank, 1401 N Street, Lincoln, NE 68508 (main office). Estate paperwork is normally delivered to the deceased's branch -- locate it at https://www.pinnbank.com/location-search
Pinnacle Bank (NE) has 18 accounts, each with different rules for what happens when the account holder dies. Of those, 12 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.
Pinnacle Bank (NE) 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.
Pinnacle Bank (NE) 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 18 account types at Pinnacle Bank (NE).
View details →When someone dies
Death claim process
Contact Pinnacle Bank (NE)'s Pinnacle Trust Services to file a claim. 5-step process, 6 required documents, and contact information for survivors.
View details →Pinnacle Bank (NE)'s Pinnacle Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-800-227-7715. Email inquiries can be sent to pat.garrett@pinnbank.com.
Pinnacle Bank (NE) 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 Pinnacle Bank (NE) primary sources (26 pages reviewed). How we research.
Customer Service
Pinnacle Trust Services
Pinnacle Trust Services, 13131 West Dodge Road, Omaha, NE 68154 (fax 402-697-8887). Lincoln trust office: 3939 South Street, Lincoln, NE 68506 (fax 402-437-9298).
Customer Service (deceased accounts are handled by the deceased's local branch; there is no central estate-claims unit)
Pinnacle Bank, 1401 N Street, Lincoln, NE 68508 (main office). Estate paperwork is normally delivered to the deceased's branch -- locate it at https://www.pinnbank.com/location-search
Estate planning articles
Learn how to protect your Pinnacle Bank (NE) accounts and other assets with trusts, beneficiary designations, and estate planning documents.
