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At Southern Bancorp, we believe building generational wealth is an opportunity that should be within reach of everyone – no matter the zip code or financial position.
Whether you’re saving for your grandkids’ education, helping your family buy a home, or simply building a cushion for life’s surprises, we’re here to help you grow and protect what you’ve worked hard for – and help you pass that legacy down to the next generation.
Everyone Can Benefit from Selecting an Account Beneficiary
You don’t need a large estate or a business to leave a legacy. It can begin with something as simple as a checking or savings account. By designating a beneficiary on your checking or savings account, you’re making sure what you leave behind goes directly to your designated beneficiary.
Why Add a Beneficiary?
Protect your legacy and provide peace of mind for you and your loved ones
Avoid probate
Funds go directly to your beneficiary without court delays
You stay in control
Beneficiaries have no access during your lifetime
Complements your estate plan
Works alongside wills and trusts
Flexible
You can change or remove your designation anytime
No legal fees
No attorney or estate process needed
Quick access
Account goes directly to your designated beneficiary
Supports loved ones
Helps cover funeral costs or urgent needs
Southern Bancorp and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors to determine how this information may apply to your own situation.
Visit a branch near you to add a beneficiary to your account
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