Estate planning and settlement at Brooklyn Coop
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-718-418-8232
Brooklyn Coop is a credit union offering 8 accounts that interact with estate planning in different ways. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Brooklyn Coop handles beneficiary designations in branch. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Brooklyn Coop: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 8 account types at Brooklyn Coop.
Preparing your estate →Death claim process
Report the death to Brooklyn Coop's Member Services at 1-718-418-8232. The page lists the steps and the documents to send.
When someone dies →Because Brooklyn Coop serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
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Data sourced from Brooklyn Coop primary sources (16 pages reviewed). How we research.
Brooklyn Coop customer support
Member Services
Phone
Bushwick branch
Bed-Stuy branch (Restoration Plaza)
East New York branch
Credit card support
Block a lost or stolen ATM/debit card
ATM/debit card PIN reset
Remote Account Services (remote account opening)
Mailing address
Website
Estate planning articles
Learn how to protect your Brooklyn Coop accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. 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.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Do I Sign Estate Documents?
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.
Trust or Will: Which Costs Less?
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.
