Estate planning at Stock Yards Bank
How to protect 18 Stock Yards Bank accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Stock Yards Bank's Wealth Management & Trust
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management & Trust
Director of Trust Services
WebsiteLearn more→
Wealth Management & Trust
Phone502-625-1005
Director of Trust Services
Director of Wealth Management
WebsiteLearn more→
Death Claims / Estate Services
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management (for trust/estate accounts)
Verified Jul 2026
Stock Yards Bank has 18 accounts, each with different rules for what happens when the account holder dies. Of those, 12 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Stock Yards Bank handles beneficiary designations in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Stock Yards Bank has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 18 account types at Stock Yards Bank.
View details →When someone dies
Death claim process
Contact Stock Yards Bank's Wealth Management & Trust to file a claim. 3-step process, 6 required documents, and contact information for survivors.
View details →Stock Yards Bank's Wealth Management & Trust can answer questions about beneficiaries, trusts, or death claims at 502-625-1005.
Stock Yards Bank is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Stock Yards Bank Wealth Management & Trust provides trust administration, estate settlement, probate management, comprehensive asset management, executor and personal representative services, fiduciary investment management, financial planning, and retirement planning. The bank handles revocable, irrevocable, testamentary, and charitable trusts and can serve as sole trustee, co-trustee, successor trustee, or investment manager. The team holds CFA, CPA, CTFA, and CFP designations as well as advanced degrees in business and law. With over $7.1 billion in assets under management, it is the largest bank-owned trust company in Kentucky. Contact (502) 625-1005 or visit https://www.syb.com/trust-administration-estate-settlement.
Yes. Stock Yards Bank allows Traditional IRA holders to convert to a Roth IRA. Income restrictions on Roth conversions were eliminated by prior legislation, making conversions available regardless of income level. A conversion is a taxable event in the year the funds transfer, so consult a tax advisor before proceeding. Contact your local branch or call 1-800-625-9066 for details.
Yes. Stock Yards Bank Wealth Management & Trust can serve as executor (personal representative), sole trustee, co-trustee, or successor trustee for your estate. Acting as a corporate fiduciary, the bank provides continuity across generations and avoids the complications that can arise when a family member serves in this role. The Wealth Management & Trust team also handles probate management, tax filings for estates and beneficiaries, and ongoing investment management for trust assets. Contact (502) 625-1005 to discuss your situation.
Sources
Data sourced from Stock Yards Bank primary sources (23 pages reviewed). How we research.
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management & Trust
Director of Trust Services
WebsiteLearn more→
Wealth Management & Trust
Phone502-625-1005
Director of Trust Services
Director of Wealth Management
WebsiteLearn more→
Death Claims / Estate Services
Phone502-582-2571
Toll-Free1-800-625-9066
Mailing Address
Stock Yards Bank & Trust Company, P.O. Box 32890, Louisville, KY 40232-2890
Wealth Management (for trust/estate accounts)
Verified Jul 2026
Estate planning articles
Learn how to protect your Stock Yards Bank accounts and other assets with trusts, beneficiary designations, and estate planning documents.
