Estate planning at Trustmark
How to protect 13 Trustmark accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Trustmark's Trustmark Wealth Management -- Investment and Trust Services
Brand change
Trustmark National Bank changed its legal name to Trustmark Bank on August 4, 2025 and converted from a national charter to a Mississippi state charter (Federal Reserve member). It is the same bank under the same FDIC certificate (4988), with the same accounts, account numbers, and branches. Documents naming "Trustmark National Bank" remain valid; some pages on trustmark.com still carry the former name. Effective August 2025.
The procedures below reflect Trustmark's accounts. Account servicing may transfer as the change takes effect.
Customer Contact Center
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
Trustmark Wealth Management -- Investment and Trust Services
Trustmark Wealth Management, P.O. Box 291, Jackson, MS 39205-0291
Customer Contact Center (Trustmark has no separate estate-claims department; deceased-account matters are handled by the Contact Center and by branch staff)
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
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
Contact Trustmark's Trustmark Wealth Management -- Investment and Trust Services to file a claim. 5-step process, 8 required documents, and contact information for survivors.
View details →Trustmark's Trustmark Wealth Management -- Investment and Trust Services can answer questions about beneficiaries, trusts, or death claims at 1-800-243-2524.
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. Effective August 4, 2025, Trustmark National Bank changed its legal name to Trustmark Bank and converted from a national charter to a Mississippi state charter, becoming a Federal Reserve member bank. It is the same institution under the same FDIC certificate (4988), with the same accounts, account numbers, and 182 branches across Mississippi, Alabama, Florida, Tennessee, and Texas. A will, trust, POD designation, or beneficiary form that names "Trustmark National Bank" still refers to this bank and does not need to be redrafted. Some pages on trustmark.com still display the former name.
It can. Trustmark's Miscellaneous Service Fee Schedule assesses a $5.00 monthly dormant status fee once a checking account has had no customer-initiated activity for one year, or a savings or money market account for two years -- a real risk when probate drags on and no one touches the account. Closing an account within 180 days of opening costs $20.00, which matters if you open a Trustmark estate account and then move the funds elsewhere. Pulling old statements or check images for a probate inventory or accounting is billed as research at $30.00 per hour (a $7.50 minimum, charged in 15-minute increments), and a tax levy against the account carries a $75.00 fee.
Yes. Trustmark Wealth Management provides trustee and fiduciary services through its Investment and Trust Services division: it can serve as trustee, co-trustee, or successor trustee, administering the trust and managing its assets for the beneficiaries, and each client is assigned a Relationship Manager and a Portfolio Manager. Trustmark Financial Services also runs an estate, charity, and trust practice. This is a paid fiduciary engagement and is separate from simply retitling a Trustmark checking, savings, money market, or CD account into a trust you already have -- that retitling is done at any branch with a Certification of Trust and trustee ID, at no charge. IRAs cannot be retitled into a trust. Reach the division through the advisor finder at https://www.trustmark.com/wealth or by calling 1-800-243-2524.
Sources
Data sourced from Trustmark primary sources (25 pages reviewed). How we research.
Customer Contact Center
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
Trustmark Wealth Management -- Investment and Trust Services
Trustmark Wealth Management, P.O. Box 291, Jackson, MS 39205-0291
Customer Contact Center (Trustmark has no separate estate-claims department; deceased-account matters are handled by the Contact Center and by branch staff)
Trustmark, Attn: Customer Contact Center, P.O. Box 291, Jackson, MS 39205-0291
Estate planning articles
Learn how to protect your Trustmark accounts and other assets with trusts, beneficiary designations, and estate planning documents.
