Estate planning and settlement at Texas Capital
Name beneficiaries online and report a death at 1-877-839-2265
How your Texas Capital accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Texas Capital handles beneficiary designations online.
There are two sides to estate planning at Texas Capital: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, and review 9 account types at Texas Capital.
Preparing your estate →Death claim process
Report the death to Texas Capital's Client Support at 1-877-839-2265. The page lists the steps and the documents to send.
When someone dies →Texas Capital 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
Texas Capital Bank publishes no retitling procedure, form, or document list for a revocable living trust. Its Terms and Disclosures treat a formal trust account as a fiduciary account, for which the bank may require, at account opening and at any time after, the documents and authorizations it deems necessary to establish the trustee's authority. Client Support is at 877.839.2265. Texas Capital Private Bank also serves as trustee or co-trustee for wealth clients.
Up to five per account, added in Online Banking: log in at https://securelogin.texascapitalbank.com/, choose Account Services, then Manage Beneficiaries, click Add Beneficiary, enter the beneficiary's details including their full legal name, then select the accounts it applies to and click Save. All beneficiaries added receive equal allocations, and they cannot be contingent beneficiaries.
Yes, through Texas Capital Private Bank (https://texascapitalbank.com/private-bank/overview). Its Trustee and Executor Services act as sole trustee, co-trustee, agency for trustee, executor, co-executor, or agency for executor, across revocable and irrevocable trusts, marital trusts, generation-skipping transfer trusts, grantor retained annuity trusts, charitable trusts, bypass and dynasty trusts, probate estates, and estate settlement. Texas Capital Bank is not a registered broker-dealer or registered investment adviser; advisory and brokerage accounts are with its affiliates, Texas Capital Bank Private Wealth Advisors and TCBI Securities, Inc.
Sources
Data sourced from Texas Capital primary sources (17 pages reviewed). How we research.
Texas Capital customer support
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Estate planning articles
Learn how to protect your Texas Capital 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.
