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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Covers 10 deposit, and 2 lending accounts — beneficiaries must be updated in-branch
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 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 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
Learn how to protect your ServisFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Learn how to protect your ServisFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.
