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Even if you have a will in place, a Revocable Trust provides certainty and eliminates stress and wasted time when your assets are distributed. As the owner (sometimes referred to as the trustor, grantor, or settlor) of the trust, you have the power to modify or revoke the terms of the trust anytime. You can also designate a trust as a beneficiary for your personal account. These accounts and products are available with our Trust Accounts:
- Checking
- Savings
- Share Certificates
- Mortgages and Home Equity products (ONLY if the deed is vested in the same Trust Name)
Please note, credit cards, consumer loans, and Individual Retirement Accounts are not available with trust accounts. But you can always open a separate membership account to take advantage of these products.
Opening a Trust Account
Please provide copies of your Trust Agreement or Certification of Trust pages that indicate:
- Type of trust (Revocable or Living Trusts only)
- Name of the trust
- Date the trust was established
- Names of the trustors
- Names of the trustees
- Names of the successor trustees
- Signature and notary seal
All trustees must be available to sign documents. Remote options available. In order to begin processing your request, we must receive all necessary documents.
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