How to name beneficiaries and fund a trust at ServisFirst
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.
- Full legal name
- Date of birth
- Social Security number
- Relationship to account holder
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
Sources
Data sourced from ServisFirst primary sources (18 pages reviewed). How we research.
Download these ServisFirst instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against ServisFirst primary sources. Bring it to the branch or keep it beside the phone.
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.
Is this your situation?
Get a complete guide for your specific circumstances.
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.
Learn more
Marriage
What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.
Learn more
New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
Learn more
Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreMore estate planning resources
Explore related tools and documents to complete your estate plan.
How Much Does Probate Cost?
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.
Who Inherits Without a Will?
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.
What Does Estate Planning Actually Cost?
See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.
How Much Does a Revocable Living Trust Cost?
Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.
How Much Does a Will Cost?
Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.
