Estate planning at Pinnacle Bank
How to protect 16 Pinnacle Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-800-264-3613
Mailing Address
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Pinnacle Anytime (automated)
Lost/Stolen Debit Card (Carolinas/Virginia; TN/Atlanta use main line)
Small Business Specialists
Health & Benefits (consumers, Mon-Fri 7am-7pm CT)
Health & Benefits (employers, Mon-Fri 7am-7pm CT)
WebsiteLearn more→
Phone1-800-264-3613
Mailing Address
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Pinnacle Anytime (automated)
Lost/Stolen Debit Card (Carolinas/Virginia; TN/Atlanta use main line)
Small Business Specialists
Health & Benefits (consumers, Mon-Fri 7am-7pm CT)
Health & Benefits (employers, Mon-Fri 7am-7pm CT)
WebsiteLearn more→
Death Claims
Phone1-800-264-3613
Mailing Address
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Loan Operations (mortgage deaths)
Verified Apr 2026
Pinnacle Bank offers 16 consumer accounts that interact with estate planning in distinct ways. Of those, 14 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.
At Pinnacle Bank, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Pinnacle Bank 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 Pinnacle Bank.
View details →When someone dies
Death claim process
3-step process, 6 required documents, and contact information for survivors.
View details →Because Pinnacle Bank serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
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. Investment accounts through Pinnacle Asset Management or Wealth Advisors can also be retitled to a trust by contacting your advisor. Allow 1-2 weeks for processing.
Pinnacle's trust division provides personal trust, investment management, estate administration, endowments, foundations, and custody services. Trust professionals make local decisions and administer trusts locally. The fiduciary investing approach includes independent assessment, disciplined long-term portfolio building, and personalized strategies. Contact the Trust team through the general line at 1-800-264-3613 or visit a branch.
Pinnacle Financial Partners completed its $8.6 billion all-stock merger with Synovus Financial Corp. on January 2, 2026, creating a $117.2 billion asset Southeast regional banking leader with approximately 400 offices across 9 states. The holding company is headquartered at 3400 Overton Park Drive, Atlanta, GA 30339, with banking operations headquartered in Nashville, TN. During the transition period, customer-facing banking continues under both the Pinnacle and Synovus brands, with system and brand conversions expected in the first half of 2027 (likely around the beginning of Q2 2027). Account numbers, mobile apps, and product names may change at conversion -- Pinnacle has stated it is too early to confirm specifics. Pinnacle customers have immediate free access to Synovus ATMs during the integration period. Until conversion, Pinnacle offices cannot process Synovus transactions and vice versa. Existing Synovus account numbers and access remain active during the transition. Branch closures are expected to be minimal due to limited geographic overlap.
Yes. Pinnacle offers investment management through two divisions: Pinnacle Asset Management (via Raymond James Financial Services, Inc., FINRA/SIPC) provides an open architecture platform with access to the full suite of Raymond James investment products. Pinnacle Wealth Advisors is a wholly owned Registered Investment Advisor operating under a fiduciary standard, offering custom portfolios, alternative investments, and tax-efficient trading. Investment products are not FDIC insured.
Sources
Data sourced from Pinnacle Bank primary sources (19 pages reviewed). How we research.
Phone1-800-264-3613
Mailing Address
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Pinnacle Anytime (automated)
Lost/Stolen Debit Card (Carolinas/Virginia; TN/Atlanta use main line)
Small Business Specialists
Health & Benefits (consumers, Mon-Fri 7am-7pm CT)
Health & Benefits (employers, Mon-Fri 7am-7pm CT)
WebsiteLearn more→
Phone1-800-264-3613
Mailing Address
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Pinnacle Anytime (automated)
Lost/Stolen Debit Card (Carolinas/Virginia; TN/Atlanta use main line)
Small Business Specialists
Health & Benefits (consumers, Mon-Fri 7am-7pm CT)
Health & Benefits (employers, Mon-Fri 7am-7pm CT)
WebsiteLearn more→
Death Claims
Phone1-800-264-3613
Mailing Address
Pinnacle Bank, 21 Platform Way S., Suite 2300, Nashville, TN 37203
Loan Operations (mortgage deaths)
Verified Apr 2026
Estate planning articles
Learn how to protect your Pinnacle Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
