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 - Trust & Estate Planning
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
WebsiteLearn more→
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Apr 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.
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 - Trust & Estate Planning to file a claim. 7-step process, 7 required documents, and contact information for survivors.
View details →Reach Regions's Regions Private Wealth Management - Trust & Estate Planning at 1-800-570-3778 for help with any of these procedures.
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.
Frequently asked questions
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. Contact Regions Private Wealth Management at 1-800-570-3778 or visit regions.com/wealth-management/estate-administration.
Yes. Regions Bank allows checking, savings, money market, and CD accounts to be retitled into the name of a revocable living trust. Visit a branch with the complete trust document or a Certificate of Trust, government-issued photo ID for each trustee, and the trust EIN (or grantor's SSN for a revocable trust). Complete the trust account application and signature card. Processing typically takes 1-2 weeks. Trust accounts must be opened in branch.
Yes. A trust can be named as a beneficiary on Regions Bank IRA accounts (Money Market IRA, Fixed Rate IRA, and 18-Month Variable Rate IRA). The IRA itself cannot be retitled to trust ownership while the account holder is alive; only beneficiary designation is available. Complete the IRA beneficiary designation form at a branch or by calling 1-800-734-4667. Provide the trust name, date established, trustee name, and EIN. Naming a trust as IRA beneficiary has potential income tax implications because the trust may compress required minimum distributions; consult an estate attorney or tax advisor.
Sources
Data sourced from Regions primary sources (27 pages reviewed). How we research.
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 5th Avenue North, Birmingham, AL 35203
WebsiteLearn more→
Death Claims
Phone1-800-734-4667
Mailing Address
Regions Bank, 1900 Fifth Avenue North, Birmingham, AL 35203
Verified Apr 2026
Estate planning articles
Learn how to protect your Regions accounts and other assets with trusts, beneficiary designations, and estate planning documents.
