Estate planning and settlement at Triumph
Report a death at 1-866-644-3935
Triumph has 9 accounts, each with different rules for what happens when the account holder dies. Of those, 6 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.
To add or update beneficiaries at Triumph, account holders work through direct contact with the institution.
There are two sides to estate planning at Triumph: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to review 9 account types at Triumph.
Preparing your estate →Death claim process
Report the death to Triumph at 1-866-644-3935. The page lists the steps and the documents to send.
When someone dies →Triumph 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
Consumer deposits are held by TBK Bank, SSB (FDIC Cert #23498), the banking subsidiary of Triumph Financial, Inc. (NYSE: TFIN). Triumph Financial, TriumphPay, Greenscreens and ISO now operate under the single name Triumph, and Triumph Financial, Inc. remains the parent company. TBK Bank continues to offer consumer and business banking under the TBK Bank brand, so estate paperwork for a deposit account, CD or IRA is handled by TBK Bank.
Sources
Data sourced from Triumph primary sources (30 pages reviewed). How we research.
Triumph customer support
Customer Care Center
Phone
Treasury Management
Hours
Website
Estate planning articles
Learn how to protect your Triumph accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. 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.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
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.
