Estate planning at Renasant Bank
How to protect 20 Renasant Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Renasant Bank's Wealth Management Trust Division (corporate trustee, estate administration and executor services)
Customer Experience Center
Wealth Management Trust Division (corporate trustee, estate administration and executor services)
Customer Experience Center (Renasant has no separate estate or death-claims department; deposit account claims are completed at a branch)
Renasant Bank offers 20 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.
Renasant Bank lets account holders update beneficiary designations 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.
There are two sides to estate planning at Renasant Bank: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 20 account types at Renasant Bank.
View details →When someone dies
Death claim process
Contact Renasant Bank's Wealth Management Trust Division (corporate trustee, estate administration and executor services) to file a claim. 4-step process, 7 required documents, and contact information for survivors.
View details →Reach Renasant Bank's Wealth Management Trust Division (corporate trustee, estate administration and executor services) at 1-662-680-1285 for help with any of these procedures. Email inquiries can be sent to renasantwealth@renasant.com.
Renasant Bank is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Renasant Bank primary sources (16 pages reviewed). How we research.
Customer Experience Center
Wealth Management Trust Division (corporate trustee, estate administration and executor services)
Customer Experience Center (Renasant has no separate estate or death-claims department; deposit account claims are completed at a branch)
Estate planning articles
Learn how to protect your Renasant Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
