Estate planning at Regions
How to protect 19 Regions accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Regions's Estate Services
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
WebsiteLearn more →
Estate Services
Phone1-800-570-3778
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Mar 2026
Regions offers 19 consumer accounts that interact with estate planning in distinct ways. Of those, 16 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 Regions can be managed in branch, by mail, 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.
Regions 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 19 account types at Regions.
View details →When someone dies
Death claim process
Contact Regions's Estate Services to file a claim. 9-step process, 7 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Regions's Estate Services at 1-800-570-3778.
Regions operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Trusts can be named as POD beneficiaries on Regions Bank deposit accounts including checking, savings, CDs, and money market accounts. When completing the beneficiary form, provide the trust name, date established, and EIN. For IRA accounts, a trust can also be named as beneficiary using a separate IRA beneficiary designation form.
Visit a Regions Bank branch with your trust document or Certificate of Trust, government-issued photo ID for all trustees, and the trust EIN or grantor SSN. A banker will help you complete the trust account application and retitle existing accounts to the trust. Trust accounts cannot be opened online. Allow 1-2 weeks for processing.
No. IRAs cannot be titled to a trust. However, you can name your trust as the beneficiary of your Regions IRA using a beneficiary designation form. Consult a tax advisor before doing this, as there are significant tax implications for trust beneficiaries under the SECURE Act.
Regions offers six checking accounts: LifeGreen Checking, LifeGreen Preferred Checking (interest-bearing), LifeGreen eAccess (online), LifeGreen Checking for Students (ages 18-25, no monthly fee), 62+ LifeGreen Checking (age 62+), and Regions Now Checking (Bank On certified, no overdraft fees). All support POD beneficiary designations and can be retitled to a trust.
Regions offers three FDIC-insured IRA types, each available as Traditional or Roth: Money Market IRA ($50 minimum, flexible deposits and withdrawals), Fixed Rate IRA ($250 minimum, 6-60 month terms with locked rate), and 18-Month Variable Rate IRA ($250 minimum, rate adjusts with market). All have no fees and support beneficiary designations.
Yes. Regions Private Wealth Management provides comprehensive estate administration services. Regions can serve as executor, agent for executor, trustee, or administrative agent for trustees. Their team includes wealth advisors, portfolio managers, and tax specialists to manage all aspects of estate settlement.
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
WebsiteLearn more →
Estate Services
Phone1-800-570-3778
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Mar 2026
Estate planning resources for Regions customers
Tools and documents to help protect your Regions accounts.
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