Estate planning at Trustmark
How to protect 12 Trustmark accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
WebsiteLearn more →
Phone1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
WebsiteLearn more →
Death Claims
Phone1-800-243-2524
Toll-Free1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark National Bank, P.O. Box 291, Jackson, MS 39205
Verified Feb 2026
Trustmark offers 12 consumer accounts that interact with estate planning in distinct ways. Of those, 10 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.
Beneficiary designations at Trustmark can be managed in branch, by mail, and by phone, typically taking 15-30 minutes (in-branch or by phone). Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Trustmark 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 12 account types at Trustmark.
View details →When someone dies
Death claim process
9-step process, 8 required documents, and contact information for survivors.
View details →Trustmark 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. A trust can be named as a POD beneficiary on Trustmark deposit accounts. You will need to provide the full trust name, date of trust, trustee name, and trust tax identification number. Visit a branch or call 1-800-243-2524 for assistance with naming a trust as beneficiary.
Yes. Trustmark supports both revocable and irrevocable trust accounts for checking, savings, money market, and CD accounts. Visit a branch with your Certification of Trust or full trust agreement, trustee ID, and trust tax identification number to open a trust account. Existing personal accounts can typically be retitled to a trust account at a branch. IRA accounts cannot be retitled to a trust.
Yes. Trustmark Wealth Management provides professional trustee and fiduciary services through its Investment and Trust Services division. Trustmark can serve as trustee of a trust, managing the assets and administering the trust for the benefit of named beneficiaries. The Wealth Management division also offers estate planning guidance, investment management, and custodial services. Contact the Wealth Management division at 1-800-844-2400 for details.
Trustmark offers four personal checking accounts: Plus Checking (interest-bearing with IDProtect identity protection), Tailored Checking (tiered interest on higher balances), Simple Checking (unlimited transactions with debit card usage), and Advantage Checking (low minimum to open with basic features). Student Checking is available for customers 24 and under. All checking accounts include free online and mobile banking and a Trustmark debit card.
Yes. Trustmark National Bank is FDIC insured. POD beneficiaries qualify for separate FDIC insurance coverage of up to $250,000 per beneficiary per depositor. Trust accounts are also FDIC insured based on the number of qualifying beneficiaries, up to the maximum allowed by law.
Contact Trustmark at 1-800-243-2524 or visit a branch to update beneficiaries on your IRA. IRA accounts use a separate beneficiary designation form. You can designate primary and contingent beneficiaries. A trust can be named as an IRA beneficiary, though this has specific tax implications that should be reviewed with a tax professional. IRAs cannot be retitled to a trust.
Phone1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
WebsiteLearn more →
Phone1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
WebsiteLearn more →
Death Claims
Phone1-800-243-2524
Toll-Free1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark National Bank, P.O. Box 291, Jackson, MS 39205
Verified Feb 2026
Estate planning resources for Trustmark customers
Tools and documents to help protect your Trustmark accounts.
Do I Need a Revocable Trust?
Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.
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Are My Beneficiary Designations Protected?
See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.
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What Does Estate Planning Actually Cost?
See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.
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