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 Regions Private Wealth Management - Estate Administration
Regions Green Line Customer Service Center
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
Regions Private Wealth Management - Estate Administration
Regions Green Line Customer Service Center (deceased account reporting)
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.
Regions handles beneficiary designations in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Regions has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
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 Regions Private Wealth Management - Estate Administration to file a claim. 8-step process, 7 required documents, and contact information for survivors.
View details →Because Regions 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 Regions primary sources (32 pages reviewed). How we research.
Regions Green Line Customer Service Center
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
Regions Private Wealth Management - Estate Administration
Regions Green Line Customer Service Center (deceased account reporting)
Estate planning articles
Learn how to protect your Regions accounts and other assets with trusts, beneficiary designations, and estate planning documents.
