Estate planning and settlement at Affinity Plus
Name beneficiaries online, fund a trust in branch, and report a death at 1-800-322-7228
How your Affinity Plus accounts transfer at death depends on how each one is set up. As a membership-based credit union, Affinity Plus headquartered at 175 West Lafayette Frontage Rd, St. Paul, MN 55107, with 35 locations throughout Minnesota as reported in the 2025 annual report (Hopkins opened in 2025; an Albert Lea branch followed the City & County Employees FCU merger). Access to 60,000+ surcharge-free ATMs nationwide via SUM, MoneyPass, and CO-OP networks. Video banking (Monday-Friday 9:00 AM - 5:00 PM CT, Saturday 9:00 AM - 12:00 PM CT), chat, and phone service are available to members regardless of location, so an out-of-state heir can run the whole claim without traveling to Minnesota. With 28 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Affinity Plus lets account holders update beneficiary designations online, in branch, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Affinity Plus provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 28 account types at Affinity Plus.
Preparing your estate →Death claim process
Report the death to Affinity Plus' Deceased Member Care Team at 1-800-322-7228. The page lists the steps and the documents to send.
When someone dies →Affinity Plus operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Affinity Plus primary sources (15 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Affinity Plus accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
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Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
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Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
