Estate planning at Simmons Bank
How to protect 17 Simmons Bank accounts — manage beneficiaries online, fund a trust in-branch, and file death claims
Phone1-866-246-2400
Mailing Address
Simmons Bank, Customer Service Center, P.O. Box 7009, Pine Bluff, AR 71611
WebsiteLearn more→
Phone1-866-246-2400
Mailing Address
Simmons Bank, Customer Service Center, P.O. Box 7009, Pine Bluff, AR 71611
WebsiteLearn more→
Death Claims
Phone1-866-246-2400
Toll-Free1-866-246-2400
Mailing Address
Simmons Bank, P.O. Box 7009, Pine Bluff, AR 71611
24-Hour Telephone Banking
Credit Card Center
Debit Card (Lost/Stolen)
Mortgage Loss Mitigation
Verified Apr 2026
How your Simmons Bank accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 13 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Beneficiary designations at Simmons Bank can be managed online, in branch, and by phone, typically taking 10-20 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at Simmons Bank: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 17 account types at Simmons Bank.
View details →When someone dies
Death claim process
8-step process, 8 required documents, and contact information for survivors.
View details →Simmons Bank 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. Simmons Bank Private Wealth Management provides trust administration, estate administration, investment management, and fiduciary services through Simmons Wealth Management. Services include acting as trustee for revocable and irrevocable trusts, executor for estates, special needs trust administration, rollover IRA management, escrow agent, real estate property management, trust tax return preparation, and bill payment services. Clients have 24/7 access to their accounts through a Wealth Management Portal. These services are separate from standard deposit accounts. Contact a Private Wealth Advisor via simmonsbank.com/personal/private-wealth-management/trust-and-estate-planning or call 1-866-246-2400.
Yes. Existing personal checking, savings, money market, and CD accounts can be retitled to a trust by visiting any Simmons Bank branch with the required trust documentation. The trustee must bring a Certification of Trust (or the full trust agreement), government-issued photo ID for all trustees, and the trust Tax Identification Number (EIN). Simmons Bank does not monitor or enforce the terms of the trust. IRA accounts are not eligible for trust titling; beneficiary designation is the estate planning method for IRAs.
Sources
Data sourced from Simmons Bank primary sources (17 pages reviewed). How we research.
Phone1-866-246-2400
Mailing Address
Simmons Bank, Customer Service Center, P.O. Box 7009, Pine Bluff, AR 71611
WebsiteLearn more→
Phone1-866-246-2400
Mailing Address
Simmons Bank, Customer Service Center, P.O. Box 7009, Pine Bluff, AR 71611
WebsiteLearn more→
Death Claims
Phone1-866-246-2400
Toll-Free1-866-246-2400
Mailing Address
Simmons Bank, P.O. Box 7009, Pine Bluff, AR 71611
24-Hour Telephone Banking
Credit Card Center
Debit Card (Lost/Stolen)
Mortgage Loss Mitigation
Verified Apr 2026
Estate planning articles
Learn how to protect your Simmons Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
