Estate planning at Pinnacle Bank (NE)
How to protect 17 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
Phone1-800-227-7715
Business Banking (Mon-Fri 8am-8pm CST)
Business Premium Online Banking (Mon-Fri 8am-6pm CST)
Bill Pay Support (Daily 7am-10pm CST)
Lost/Stolen Debit Card (24/7)
Debit Card Activation/PIN (24/7)
Lost/Stolen Credit Card (24/7)
Diamond Secure Identity Fraud (Mon-Fri 8:30am-5pm EST)
Mortgage Center
WebsiteLearn more→
Pinnacle Trust Services
Phone1-800-227-7715
Mailing Address
Pinnacle Trust Services, 13131 West Dodge Road, Omaha, NE 68154
Pat Garrett, President - Pinnacle Trust Services (Omaha)
Mark Kisker, Senior VP Trust Officer (Lincoln)
Jennifer Jensen, AVP Trust Officer (Lincoln)
WebsiteLearn more→
Customer Service (Death Claims)
Phone1-800-227-7715
Toll-Free1-800-227-7715
Mailing Address
Pinnacle Bank, 18081 Burt Street, Omaha, NE 68022
WebsiteNotify online→
Verified May 2026
Pinnacle Bank (NE) has 17 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 17 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. 3-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.
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.
Frequently asked questions
Yes. Checking, savings, money market, and CD accounts can be retitled to a revocable living trust. Visit a Pinnacle Bank branch with your trust agreement or Certificate of Trust, government-issued photo ID for all trustees, and the trust tax identification number. Allow 1-2 weeks for processing. New account numbers may be issued for retitled accounts, so update any automatic payments or direct deposits accordingly.
Pinnacle Bank provides personalized trust and estate services through experienced trust officers. Services include estate planning, trust administration, and investment management. The bank offers free consultations through the trust department. Trusts administered by Pinnacle Bank can help avoid probate costs, reduce inheritance processing time, minimize taxes, enhance privacy, and provide specialized management for minor beneficiaries or individuals with special needs. Trust services are not FDIC insured. To find a trust officer near you, visit pinnbank.com/find-a-trust-officer or call 1-800-227-7715.
Sources
Data sourced from Pinnacle Bank (NE) primary sources (21 pages reviewed). How we research.
Customer Service
Phone1-800-227-7715
Business Banking (Mon-Fri 8am-8pm CST)
Business Premium Online Banking (Mon-Fri 8am-6pm CST)
Bill Pay Support (Daily 7am-10pm CST)
Lost/Stolen Debit Card (24/7)
Debit Card Activation/PIN (24/7)
Lost/Stolen Credit Card (24/7)
Diamond Secure Identity Fraud (Mon-Fri 8:30am-5pm EST)
Mortgage Center
WebsiteLearn more→
Pinnacle Trust Services
Phone1-800-227-7715
Mailing Address
Pinnacle Trust Services, 13131 West Dodge Road, Omaha, NE 68154
Pat Garrett, President - Pinnacle Trust Services (Omaha)
Mark Kisker, Senior VP Trust Officer (Lincoln)
Jennifer Jensen, AVP Trust Officer (Lincoln)
WebsiteLearn more→
Customer Service (Death Claims)
Phone1-800-227-7715
Toll-Free1-800-227-7715
Mailing Address
Pinnacle Bank, 18081 Burt Street, Omaha, NE 68022
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Pinnacle Bank (NE) accounts and other assets with trusts, beneficiary designations, and estate planning documents.
