Estate planning at Texas Capital
How to protect 11 Texas Capital accounts — manage beneficiaries online, fund a trust in-branch, and file claims through Texas Capital's Texas Capital Private Bank (trustee, executor, and estate settlement services)
Client Support Center
Phone1-877-839-2265
Fax1-877-839-2738
Mailing Address
Texas Capital Bank, Attn: Consumer Operations, 1001 E. Lookout Dr, Tower A, Ste 700, Richardson, TX 75082 (correspondence) / Texas Capital Bank, Attn: Financial Center, 5800 Granite Pkwy, Ste 150, Plano, TX 75024 (deposits)
WebsiteLearn more→
Texas Capital Private Bank (trustee, executor, and estate settlement services)
WebsiteLearn more→
Client Support (deceased account notification; written confirmation to Consumer Operations)
Phone1-877-839-2265
Toll-Free1-877-839-2265
Fax1-877-839-2738
Mailing Address
Texas Capital Bank, Attn: Consumer Operations, 1001 E. Lookout Drive, Tower A, Suite 700, Richardson, TX 75082
WebsiteNotify online→
Verified Jul 2026
How your Texas Capital accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 11 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 Texas Capital can be managed online, in branch, and by phone, typically taking 15-30 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 Texas Capital: 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 11 account types at Texas Capital.
View details →When someone dies
Death claim process
Contact Texas Capital's Texas Capital Private Bank (trustee, executor, and estate settlement services) to file a claim. 4-step process, 8 required documents, and contact information for survivors.
View details →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
Yes. Visit a Texas Capital Bank Financial Center or call 1-877-839-2265 to retitle your deposit accounts to your trust. You will need your trust agreement or Certification of Trust, government-issued ID for each trustee, and the trust tax identification number (EIN or the grantor's SSN for a revocable trust). Private Bank clients should contact their Private Client Advisor to coordinate trust account setup.
Up to five per account, added yourself in Online Banking: log in at https://securelogin.texascapitalbank.com/, choose Account Services, then Manage Beneficiaries, click Add Beneficiary, then select the accounts it applies to and Save. All beneficiaries added receive equal allocations; custom percentage splits are not available, and contingent beneficiaries cannot be designated. If your plan requires unequal shares or contingent takers, retitling the account into a trust is the arrangement that carries those terms.
Yes, through Texas Capital Private Bank (https://texascapitalbank.com/private-bank/overview). Its Trustee and Executor Services can 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. These are wealth management services that require a Private Bank relationship. Note the entity split: Texas Capital Bank is not a broker-dealer or registered investment adviser, so advisory and brokerage accounts sit with its affiliates (Texas Capital Bank Private Wealth Advisors and TCBI Securities, Inc.), not with the bank.
Sources
Data sourced from Texas Capital primary sources (15 pages reviewed). How we research.
Client Support Center
Phone1-877-839-2265
Fax1-877-839-2738
Mailing Address
Texas Capital Bank, Attn: Consumer Operations, 1001 E. Lookout Dr, Tower A, Ste 700, Richardson, TX 75082 (correspondence) / Texas Capital Bank, Attn: Financial Center, 5800 Granite Pkwy, Ste 150, Plano, TX 75024 (deposits)
WebsiteLearn more→
Texas Capital Private Bank (trustee, executor, and estate settlement services)
WebsiteLearn more→
Client Support (deceased account notification; written confirmation to Consumer Operations)
Phone1-877-839-2265
Toll-Free1-877-839-2265
Fax1-877-839-2738
Mailing Address
Texas Capital Bank, Attn: Consumer Operations, 1001 E. Lookout Drive, Tower A, Suite 700, Richardson, TX 75082
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Texas Capital accounts and other assets with trusts, beneficiary designations, and estate planning documents.
