Estate planning and settlement at Connexus

Connexus is a credit union offering 16 accounts that interact with estate planning in different ways. As a membership-based credit union, Connexus serves members across all 50 states. Anyone in the U.S. is eligible: either a one-time $5 donation to the Connexus Association, or no donation at all for spouses, family members and those living in the same household of an existing member, for employees/retirees/students/alumni of a published list of select employer groups (including ALPA FCU, Aspirus, Harley Owners Group, Honeywell, Liberty Mutual, Marshfield Clinic, Northcentral Technical College, Rockwell Automation and others), or for residents of listed Illinois and Wisconsin communities and counties (Boone, Jo Daviess, Knox, Lake and McHenry in Illinois among them). Members reach over 5,000 Co-op Shared Branch locations and fee-free ATMs in the Co-op and MoneyPass networks nationwide; an out-of-state ID at a shared branch requires the Co-op Shared Branch IDCheck smartphone verification, which is worth knowing for an executor who lives in a different state from the decedent. Connexus operates staffed branches (the contact page directs members to "visit your local Connexus branch" and to call ahead for availability), but the Locations and ATMs finder is JavaScript-rendered and exposes no branch list to a static fetch, so the specific branch states are UNVERIFIED as of 2026-09-12. Headquarters and mail: 1 Corporate Drive, Suite 102, Wausau, WI 54401; member mail to PO Box 8026, Wausau, WI 54402-8026. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.

Connexus lets account holders update beneficiary designations in branch, by phone, and by mail, typically taking 15 to 30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.