Estate planning and settlement at Synovus
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-888-796-6887
Synovus is now part of Pinnacle BankAcquired, effective January 2026
Synovus Bank merged into Pinnacle Bank on January 2, 2026, with Pinnacle Bank as the surviving bank. Synovus banking products are now provided by Pinnacle Bank, a Tennessee bank, dba Synovus Bank, and the Synovus brand continues until it consolidates under the Pinnacle brand in early 2027.
Synovus offers 13 consumer accounts that interact with estate planning in distinct ways. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary management at Synovus is handled through in branch and by phone.
There are two sides to estate planning at Synovus: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Synovus.
Preparing your estate →Death claim process
Report the death to Synovus Client Care at 1-888-796-6887. The page lists the steps and the documents to send.
When someone dies →Synovus is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Synovus primary sources (25 pages reviewed). How we research.
Synovus customer support
Synovus Client Care
Phone
Toll-free
Synovus Trust
Synovus Financial Management (financial planning)
Mortgage Client Care
Mortgage Financial Hardship & Loss Mitigation
Synovus Securities
Health Savings Account
Report Lost or Stolen Card
Mailing address
Website
Estate planning articles
Learn how to protect your Synovus accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
