Estate planning and settlement at Advantis

How your Advantis accounts transfer at death depends on how each one is set up. As a membership-based credit union, Advantis membership is open to anyone who lives or works in the Portland metro area or in any of 27 Oregon counties (Benton, Clackamas, Clatsop, Columbia, Coos, Crook, Curry, Deschutes, Douglas, Gilliam, Hood River, Jackson, Jefferson, Josephine, Klamath, Lane, Lincoln, Linn, Marion, Multnomah, Polk, Sherman, Tillamook, Wasco, Washington, Wheeler, Yamhill); to anyone who lives, works, worships, or attends school anywhere in the state of Washington; and to relatives of an eligible person, including spouses, parents, grandparents, children, grandchildren, siblings, aunts, uncles, cousins, half-siblings, step-siblings, step-parents, and step-grandparents. Rivermark operates 18 branches across western Oregon and Vancouver, Washington, plus a video teller kiosk in Newberg, Oregon, and a Virtual Branch. The 14405 Meyers Rd, Oregon City address is a mailing address only -- no financial transactions are available there and it is not open to the public. Mortgage and home equity lending is limited to properties located in Oregon and Washington. With 16 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.

Beneficiary designations at Advantis can be managed in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.