Estate planning at Platte Valley Bank
How to protect 15 Platte Valley Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Platte Valley Bank's Platte Valley Bank Trust Services
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteNotify online→
Verified Apr 2026
Platte Valley Bank offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 11 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.
Beneficiary designations at Platte Valley Bank can be managed in branch, by mail, and by phone, typically taking 15-30 minutes in branch; longer by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Platte Valley 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 15 account types at Platte Valley Bank.
View details →When someone dies
Death claim process
Contact Platte Valley Bank's Platte Valley Bank Trust Services to file a claim. 5-step process, 7 required documents, and contact information for survivors.
View details →Reach Platte Valley Bank's Platte Valley Bank Trust Services at 1-888-632-7004 for help with any of these procedures.
Because Platte Valley 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. Platte Valley Bank accepts both revocable and irrevocable trust accounts for checking, savings, money market, and CD accounts. Visit a local branch with your Certification of Trust (or full trust agreement), trustee identification, and the trust Tax Identification Number. The Trust Services department provides personalized trust administration and estate planning support.
Yes. Existing deposit accounts (checking, savings, money market, CDs) can be retitled to your revocable living trust. Visit a Platte Valley Bank branch with your Certification of Trust and trustee identification. The process does not require closing and reopening the account if the same SSN or EIN is used. IRA accounts cannot be retitled to a trust.
Yes. Platte Valley Bank Trust Services provides personalized trust administration, investment management, estate planning support, and review of wills and estate tax issues. The Trust Services department operates across Nebraska and Wyoming and offers living trust services, farm and ranch management programs, and professional fiduciary services. Contact a local branch or call 1-888-632-7004 to connect with the Trust Services team.
Yes. IRAs at Platte Valley Bank (Traditional, Roth, and SEP) allow a trust to be named as beneficiary. However, IRAs cannot be retitled to a trust -- the trust must be designated as beneficiary through a separate IRA Beneficiary Designation form. Trust beneficiary designations may require a copy of the Certification of Trust. When a trust inherits an IRA, distribution rules under the SECURE Act apply based on the type of trust and beneficiaries. Consult a tax or estate planning professional before naming a trust as IRA beneficiary.
Sources
Data sourced from Platte Valley Bank primary sources (18 pages reviewed). How we research.
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-888-632-7004
Mailing Address
Platte Valley Bank, P.O. Box 667, Scottsbluff, NE 69363
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your Platte Valley Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
