Estate planning and settlement at Pinnacle Bank
Report a death at 1-800-264-3613
Pinnacle Bank offers 14 consumer accounts that interact with estate planning in distinct ways. Of those, 9 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.
To add or update beneficiaries at Pinnacle Bank, account holders work through direct contact with the institution. The Trust coordinates these changes.
Pinnacle Bank provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 14 account types at Pinnacle Bank.
Preparing your estate →Death claim process
Report the death to Pinnacle Bank's Client Care at 1-800-264-3613. The page lists the steps and the documents to send.
When someone dies →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.
Sources
Data sourced from Pinnacle Bank primary sources (22 pages reviewed). How we research.
Pinnacle Bank customer support
Phone
Self-service only (Pinnacle Anytime)
Lost or stolen debit card (Carolinas or Virginia accounts)
Small business
Health & Benefits, consumers
Health & Benefits, employers
Lost or stolen debit card (Tennessee and Atlanta accounts)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Pinnacle Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
