Estate planning at Concora Credit
How to protect 3 Concora Credit accounts — file death claims
Concora Credit Card Customer Service
Correspondence: Concora Credit, PO Box 4477, Beaverton, OR 97076-4477. Payments: Concora Credit, PO Box 96541, Charlotte, NC 28296-0541.
Concora Credit Card Customer Service
Correspondence: Concora Credit, PO Box 4477, Beaverton, OR 97076-4477. Payments: Concora Credit, PO Box 96541, Charlotte, NC 28296-0541.
Concora Credit Card Customer Service (Deceased Cardholder)
Concora Credit, PO Box 4477, Beaverton, OR 97076-4477
Concora Credit has 3 accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Concora Credit provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 3 account types at Concora Credit.
View details →When someone dies
Death claim process
6-step process, 3 required documents, and contact information for survivors.
View details →Frequently asked questions
Concora Credit Inc. services all three accounts but is not a bank. The Milestone Mastercard and the Destiny Mastercard are issued by The Bank of Missouri (Member FDIC); the Indigo Mastercard is issued by Celtic Bank of Salt Lake City, UT. For settling the estate the practical contact is Concora Credit customer service for that program, because Concora services the account regardless of which bank issued the card.
Yes. Concora Credit Inc. is the servicer formerly known as Genesis Financial Solutions / Genesis FS Card Services. Statements and older paperwork may show "Genesis FS," while current cards and correspondence use the Concora Credit, Milestone, Destiny, or Indigo names. It is the same company servicing the account.
Written notices and estate documents go to the correspondence address, Concora Credit, PO Box 4477, Beaverton, OR 97076-4477 (documents may also be faxed to 1-503-268-4711). Any payment the estate directs to the account goes separately to the payment address, Concora Credit, PO Box 96541, Charlotte, NC 28296-0541. Include the account number and the card program name so the item is applied correctly.
Sources
Data sourced from Concora Credit primary sources (6 pages reviewed). How we research.
Concora Credit Card Customer Service
Correspondence: Concora Credit, PO Box 4477, Beaverton, OR 97076-4477. Payments: Concora Credit, PO Box 96541, Charlotte, NC 28296-0541.
Concora Credit Card Customer Service
Correspondence: Concora Credit, PO Box 4477, Beaverton, OR 97076-4477. Payments: Concora Credit, PO Box 96541, Charlotte, NC 28296-0541.
Concora Credit Card Customer Service (Deceased Cardholder)
Concora Credit, PO Box 4477, Beaverton, OR 97076-4477
Estate planning articles
Learn how to protect your Concora Credit accounts and other assets with trusts, beneficiary designations, and estate planning documents.
