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Home→Financial Institutions→ServisFirst→Preparing your estate

How to name beneficiaries and fund a trust at ServisFirst

Covers 10 deposit, and 2 lending accounts — beneficiaries must be updated in-branch

OverviewPreparing your estateWhen someone dies

ServisFirst

Subsidiary of ServisFirst Bancshares, Inc.

servisfirstbank.com→
S
Phone1-866-317-0810
Emailinfo@servisfirstbank.com
Mailing Address

ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209

Client Support
1-866-922-5794
Telephone Banking
1-866-498-9758
Lost/Stolen Debit Card
1-866-546-8273
Lost/Stolen Credit Card
1-888-999-3340
WebsiteLearn more→
Phone1-866-317-0810
Emailinfo@servisfirstbank.com
Mailing Address

ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209

Client Support
1-866-922-5794
Telephone Banking
1-866-498-9758
Lost/Stolen Debit Card
1-866-546-8273
Lost/Stolen Credit Card
1-888-999-3340
WebsiteLearn more→

Client Support

Phone1-866-922-5794
Toll-Free1-866-922-5794
Mailing Address

ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209

Verified May 2026

Estate planning for your ServisFirst accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.

ServisFirst offers 12 accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.

ServisFirst CheckingFoundation CheckingExecutive CheckingStudent CheckingSimple AccessProfessional CheckingServisFirst SavingsMoney Market AccountCertificate of DepositMinor Savings
1
Visit your local ServisFirst Bank office (https://servisfirstbank.com/locations)
2
Bring government-issued photo ID
3
Provide beneficiary information:
  • Full legal name
  • Date of birth
  • Social Security number
  • Relationship to account holder
4
Specify percentage allocation if naming multiple beneficiaries
5
Review and sign the beneficiary designation form with your banker

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • ServisFirst Bank is a relationship-based bank; contact your dedicated banker for beneficiary changes
  • POD beneficiary designation is not available through online banking
  • Named beneficiaries override your will for covered accounts

ServisFirst

Subsidiary of ServisFirst Bancshares, Inc.

servisfirstbank.com→
S
Phone1-866-317-0810
Emailinfo@servisfirstbank.com
Mailing Address

ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209

Client Support
1-866-922-5794
Telephone Banking
1-866-498-9758
Lost/Stolen Debit Card
1-866-546-8273
Lost/Stolen Credit Card
1-888-999-3340
WebsiteLearn more→
Phone1-866-317-0810
Emailinfo@servisfirstbank.com
Mailing Address

ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209

Client Support
1-866-922-5794
Telephone Banking
1-866-498-9758
Lost/Stolen Debit Card
1-866-546-8273
Lost/Stolen Credit Card
1-888-999-3340
WebsiteLearn more→

Client Support

Phone1-866-922-5794
Toll-Free1-866-922-5794
Mailing Address

ServisFirst Bank, 2500 Woodcrest Place, Birmingham, AL 35209

Verified May 2026

Estate planning articles

Learn how to protect your ServisFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Estate planning articles

Learn how to protect your ServisFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

Starting a life together means planning for it. Beneficiary updates, asset titling, powers of attorney, and what blended families need to know.

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