Estate planning at Glacier Hills CU
How to protect 12 Glacier Hills CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Glacier Hills Credit Union Member Services
Phone(262) 338-1888
Toll-Free(800) 820-1888
Fax(262) 338-1495
Mailing Address
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Hartford branch
Hartford fax
Fond du Lac branch
Fond du Lac fax
Mortgage (Becky)
Mortgage (Allison)
24/7 Loan Hotline
CU Talk 24-hour Teller
Bill Pay
Debit Card Issues
Credit Card Issues
WebsiteLearn more→
Glacier Hills Credit Union Member Services
Phone(262) 338-1888
Toll-Free(800) 820-1888
Fax(262) 338-1495
Mailing Address
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Hartford branch
Hartford fax
Fond du Lac branch
Fond du Lac fax
Mortgage (Becky)
Mortgage (Allison)
24/7 Loan Hotline
CU Talk 24-hour Teller
Bill Pay
Debit Card Issues
Credit Card Issues
WebsiteLearn more→
Glacier Hills Credit Union Member Services
Phone(262) 338-1888
Toll-Free(800) 820-1888
Mailing Address
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Verified Jul 2026
Glacier Hills CU is a credit union offering 12 accounts that interact with estate planning in different ways. As a membership-based credit union, Glacier Hills CU membership open to anyone who lives or works in Calumet, Columbia, Dodge, Fond du Lac, Green Lake, Jefferson, Milwaukee, Ozaukee, Sheboygan, Washington, Waukesha, Waushara, and Winnebago counties in Wisconsin, as well as their immediate family members. Four branches: West Bend (2150 S Main St), Jackson (W199N16795 Ridgeway Dr), Hartford (1025 E Sumner St), and Fond du Lac (608 W Johnson St). Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Account holders can update their beneficiary designations at Glacier Hills CU in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Glacier Hills CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 12 account types at Glacier Hills CU.
View details →When someone dies
Death claim process
4-step process, 5 required documents, and contact information for survivors.
View details →Because Glacier Hills CU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. Deposit accounts such as checking, savings, money market, and CDs can be retitled to a revocable living trust. Visit a Glacier Hills branch with your trust agreement or Certificate of Trust, government-issued ID for all trustees, and the trust EIN if applicable (a revocable trust typically uses the grantor SSN, not a separate EIN). Trust accounts at credit unions are NCUA-insured. Allow 1-2 weeks for retitling. Note: because Glacier Hills is a member-owned credit union, the grantor/trustee generally must be an eligible Glacier Hills member -- a trust cannot establish independent membership.
Membership is open to anyone who lives or works in Calumet, Columbia, Dodge, Fond du Lac, Green Lake, Jefferson, Milwaukee, Ozaukee, Sheboygan, Washington, Waukesha, Waushara, and Winnebago counties in Wisconsin, as well as their immediate family members. A $5 share deposit establishes membership.
Glacier Hills offers two checking accounts: GlacierOne Checking (customizable, no minimum balance, no monthly fees, earns interest on balances of $1,000 or more, includes free contactless Visa debit card) and the YES Checking Account (a second-chance checking account for members who may have had difficulty opening a traditional account). Both accounts include online and mobile banking.
Glacier Hills offers Share Savings ($5 minimum establishes membership), Dream Account (goal-based savings with $0 minimum), Glacier Peak Money Market (tiered rates that step up at $10K, $25K, $50K, $75K, $100K, and $250K+), Glacier Edge Money Market (youth account for ages 0-23 with $100 minimum), Saver's Sweepstakes (prize-linked savings through the Wisconsin Credit Union League), and Certificates of Deposit with terms from 3 to 60 months. See https://www.glacierhills.com/accounts/savings/deposit-rates for current APYs.
Yes. Glacier Hills offers both Traditional and Roth IRA accounts, available as IRA savings or IRA certificate. The Retirement Builder option allows automatic deposits as little as $5 per month; once the account reaches $1,000, it automatically rolls into a one-year IRA certificate. Traditional IRA distributions are taxable with required minimum distributions beginning at age 73. Roth IRA qualified distributions are tax-free with no required minimum distributions during the owner's lifetime.
Glacier Hills operates four branches in southeastern Wisconsin: West Bend (2150 S Main St -- home office), Jackson (W199N16795 Ridgeway Dr), Hartford (1025 E Sumner St), and Fond du Lac (608 W Johnson St). Members also have access to 5,400+ shared branches nationwide through the CO-OP network.
Yes. Glacier Hills offers investment and financial planning services through Scott Miller. Securities are offered through Kestra Investment Services, LLC (Kestra IS), and investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS). Tax preparation and financial planning meetings are available at all Glacier Hills branch locations.
Sources
Data sourced from Glacier Hills CU primary sources (22 pages reviewed). How we research.
Glacier Hills Credit Union Member Services
Phone(262) 338-1888
Toll-Free(800) 820-1888
Fax(262) 338-1495
Mailing Address
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Hartford branch
Hartford fax
Fond du Lac branch
Fond du Lac fax
Mortgage (Becky)
Mortgage (Allison)
24/7 Loan Hotline
CU Talk 24-hour Teller
Bill Pay
Debit Card Issues
Credit Card Issues
WebsiteLearn more→
Glacier Hills Credit Union Member Services
Phone(262) 338-1888
Toll-Free(800) 820-1888
Fax(262) 338-1495
Mailing Address
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Hartford branch
Hartford fax
Fond du Lac branch
Fond du Lac fax
Mortgage (Becky)
Mortgage (Allison)
24/7 Loan Hotline
CU Talk 24-hour Teller
Bill Pay
Debit Card Issues
Credit Card Issues
WebsiteLearn more→
Glacier Hills Credit Union Member Services
Phone(262) 338-1888
Toll-Free(800) 820-1888
Mailing Address
Glacier Hills Credit Union, 2150 S Main St, West Bend, WI 53095
Verified Jul 2026
Estate planning articles
Learn how to protect your Glacier Hills CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
