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Trust Accounts

A trust is an estate-planning tool used primarily to avoid the delays and costs of the probate process.

A trust is an estate-planning tool used primarily to avoid the delays and costs of the probate process.

A member will generally work with a professional estate planner or attorney, independent of the Credit Union, to create a trust agreement.

Upon creating the agreement, the member transfers title to his Credit Union assets to be held in trust.

Complete our Membership Application to get started.

Open a New Trust Membership



Convert Membership to Living Trust