Estate planning at Truist
How to protect 13 Truist accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-844-487-8478
Emailinfo@truist.com
Mailing Address
Truist, 214 N Tryon St, Charlotte, NC 28202
WebsiteLearn more→
Phone1-844-487-8478
Emailinfo@truist.com
Mailing Address
Truist, 214 N Tryon St, Charlotte, NC 28202
WebsiteLearn more→
Survivor Relations
Phone1-844-487-8478
Toll-Free1-844-487-8478
Fax877-589-0758
Mailing Address
Truist Bank, VA-RVW-5113, P.O. Box 26150, Richmond, VA 23260
Truist Wealth Premier Care
Truist Trade
Truist Invest
Truist Mortgage (Manage Existing)
Truist Mortgage (New/Inquiries)
Truist Marquee Support
Online/Mobile Banking Support
International
Verified Apr 2026
Truist offers 13 consumer accounts that interact with estate planning in distinct ways. Of those, 11 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
At Truist, beneficiary designations are managed in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Truist provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 13 account types at Truist.
View details →When someone dies
Death claim process
4-step process, 7 required documents, and contact information for survivors.
View details →Because Truist serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. You can retitle Truist deposit accounts (checking, savings, money market, CDs) to a revocable living trust. Visit a Truist branch with your signed trust agreement or Certificate of Trust, government-issued ID for all trustees, and the trust EIN. Trust account opening is not available online.
Sources
Data sourced from Truist primary sources (19 pages reviewed). How we research.
Phone1-844-487-8478
Emailinfo@truist.com
Mailing Address
Truist, 214 N Tryon St, Charlotte, NC 28202
WebsiteLearn more→
Phone1-844-487-8478
Emailinfo@truist.com
Mailing Address
Truist, 214 N Tryon St, Charlotte, NC 28202
WebsiteLearn more→
Survivor Relations
Phone1-844-487-8478
Toll-Free1-844-487-8478
Fax877-589-0758
Mailing Address
Truist Bank, VA-RVW-5113, P.O. Box 26150, Richmond, VA 23260
Truist Wealth Premier Care
Truist Trade
Truist Invest
Truist Mortgage (Manage Existing)
Truist Mortgage (New/Inquiries)
Truist Marquee Support
Online/Mobile Banking Support
International
Verified Apr 2026
Estate planning articles
Learn how to protect your Truist accounts and other assets with trusts, beneficiary designations, and estate planning documents.
