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How to protect 12 ServisFirst accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Death Claims
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
ServisFirst offers 12 consumer accounts that interact with estate planning in distinct ways. Of those, 9 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.
ServisFirst handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
ServisFirst provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
How to update beneficiaries in-branch, fund a trust in-branch, and review 12 account types at ServisFirst.
View details →When someone dies
10-step process, 6 required documents, and contact information for survivors.
View details →ServisFirst operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Yes. Contact your ServisFirst banker to retitle your checking, savings, money market, or CD account to your revocable living trust. You will need to provide the trust agreement or Certification of Trust, government-issued ID for each trustee, and the trust tax identification number. Revoke any existing POD designations before retitling.
ServisFirst Bank does not publish a centralized estate services department or online estate portal. Estate-related matters are handled through your local banking office and your dedicated banker. Contact Client Support at 866-922-5794 or your local office for assistance.
ServisFirst Bank offers four personal checking account types: Foundation Checking, Executive Checking, Student Checking, and Simple Access Checking. All feature free Internet Banking with Bill Pay, and most include foreign ATM fee reimbursement up to $5.00 per transaction. Private Banking clients have access to Professional Checking with additional premium features including unlimited check writing and free Visa card.
ServisFirst Bank has offices in seven southeastern states: Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Virginia. The bank was founded in Birmingham, Alabama in 2005 and has expanded organically across the region. The corporate headquarters is at 2500 Woodcrest Place, Birmingham, AL.
ServisFirst Bank Private Banking is designed for executives, professionals (attorneys, physicians), and privately held company owners. It provides a single Private Banker as a direct point of contact for both personal and commercial banking needs. Private Banking products include Professional Checking and Private Banking Money Market accounts with enhanced features such as unlimited foreign ATM reimbursement.
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Death Claims
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Tools and documents to help protect your ServisFirst accounts.
Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.
See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.
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