What Happens to Your Truist Account When You Die
Quick Facts
Estate line
1-844-487-8478
Process
Phone + branch
Timeline
7-14 days
Step-by-Step Guide
Call Truist Estate Services: 1-844-487-8478
Report death, freeze accounts, get documentation checklist. Truist formed from BB&T and SunTrust merger.
Submit estate documentation at branch or by mail
Death certificate, letters testamentary, your ID. Truist has branches across Southeast US.
Handle Truist investment accounts separately
Truist Advisory Services handles investment/retirement accounts — call 1-800-774-3729.
Document Now Checklist
- All Truist account numbers
- Whether investment accounts exist
- Joint account status
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Truist. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
Protect your Truist account — and all your others
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