Estate planning and settlement at Centris FCU
Name beneficiaries in branch, fund a trust by phone, and report a death at 1-800-334-2328
Centris FCU is a credit union offering 21 accounts that interact with estate planning in different ways. As a membership-based credit union, Centris FCU fifteen branch locations: thirteen in Nebraska (eight in Omaha, plus La Vista, Bellevue, Gretna, Grand Island and North Platte) and two in Council Bluffs, Iowa. Membership is open to people who live, work, worship or attend school in Cass, Dodge, Douglas, Sarpy, Saunders, Lincoln, McPherson or Washington County in Nebraska, or Harrison, Mills or Pottawattamie County in Iowa, and to relatives of existing members. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary changes at Centris FCU can be made in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Centris FCU: 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, and review 21 account types at Centris FCU.
Preparing your estate →Death claim process
Report the death to Centris FCU's Specialized Accounts at 1-800-334-2328. The page lists the steps and the documents to send.
When someone dies →Because Centris FCU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Centris FCU primary sources (31 pages reviewed). How we research.
Centris FCU customer support
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Toll-free
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Estate planning articles
Learn how to protect your Centris FCU 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.
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: 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.
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.
