Estate planning at Trustmark
How to protect 13 Trustmark accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Customer Contact Center
Phone1-800-243-2524
Toll-Free1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
Directory Assistance
Online & Mobile Banking Support
Mortgage Loan Support
WebsiteLearn more→
Customer Contact Center
Phone1-800-243-2524
Toll-Free1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
Directory Assistance
Online & Mobile Banking Support
Mortgage Loan Support
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
Mortgage Servicing Death Claims
WebsiteNotify online→
Verified May 2026
How your Trustmark 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 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.
There are two sides to estate planning at Trustmark: setting things up while you're alive, and the process survivors follow 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 Trustmark.
View details →When someone dies
Death claim process
4-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. 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. Each client is assigned a dedicated Relationship Manager and Portfolio Manager. The Wealth Management division also offers estate planning reviews, investment management, financial planning, and custodial services. Use the advisor finder at https://www.trustmark.com/wealth or call 1-800-243-2524 and ask for the Wealth Management division.
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.
Sources
Data sourced from Trustmark primary sources (20 pages reviewed). How we research.
Customer Contact Center
Phone1-800-243-2524
Toll-Free1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
Directory Assistance
Online & Mobile Banking Support
Mortgage Loan Support
WebsiteLearn more→
Customer Contact Center
Phone1-800-243-2524
Toll-Free1-800-243-2524
Emailaskus@trustmark.com
Mailing Address
Trustmark, P.O. Box 291, Jackson, MS 39205
Directory Assistance
Online & Mobile Banking Support
Mortgage Loan Support
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
Mortgage Servicing Death Claims
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Trustmark accounts and other assets with trusts, beneficiary designations, and estate planning documents.
