Estate planning and settlement at Educators CU
Fund a trust in branch and report a death at 1-262-886-5900
Educators CU offers 14 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Educators CU branches in Milwaukee, Racine, Kenosha, Rock, Walworth, and Waukesha counties, Wisconsin. Membership is available to those who live or work in Dane, Green, Jefferson, Kenosha, Milwaukee, Ozaukee, Racine, Rock, Walworth, Washington, or Waukesha County, Wisconsin, or Lake, Boone, McHenry, or Winnebago County, Illinois. Headquarters: 321 SE Frontage Road, Mt. Pleasant, WI 53177. Some transfer automatically to a named beneficiary, others can be held in a trust, and a few may require probate if no plan is in place.
Beneficiary management at Educators CU is handled through direct contact.
Educators CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to fund a trust in-branch, and review 14 account types at Educators CU.
Preparing your estate →Death claim process
Report the death to Educators CU at 1-262-886-5900. The page lists the steps and the documents to send.
When someone dies →Educators CU 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 Educators CU primary sources (16 pages reviewed). How we research.
Educators CU customer support
Educators Credit Union Member Services
Phone
Toll-Free
ASK EVA automated account line
Lost/Stolen Cards (Voice Recognition Unit)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Educators CU 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.
