Estate planning at ServisFirst
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
Client Support
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.
There are two sides to estate planning at ServisFirst: 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 12 account types at ServisFirst.
View details →When someone dies
Death claim process
5-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.
Frequently asked questions
Yes. Checking, savings, money market, and CD accounts can be retitled to a revocable living trust by visiting a local ServisFirst branch. Bring the trust agreement or Certification of Trust, government-issued ID for each trustee, and the trust tax identification number (the grantor's SSN for a revocable trust while living). Revoke any existing POD designations before retitling, as trust-titled accounts typically do not carry separate POD beneficiaries.
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 branch for assistance.
ServisFirst Bank Private Banking is designed for executives, professionals (attorneys, physicians), and privately held company owners. It provides a single Private Banker as the direct point of contact for personal and commercial banking needs. The Professional Checking account includes free notary services, two companion checking accounts, and unlimited foreign ATM reimbursement. Trust retitling and POD designations for private banking accounts are coordinated through your Private Banker.
Sources
Data sourced from ServisFirst primary sources (18 pages reviewed). How we research.
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Client Support
ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209
Estate planning articles
Learn how to protect your ServisFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.
