Estate planning and settlement at LGE Community CU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-541-8921
LGE Community CU offers 21 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, LGE Community CU serves residents and employees in 15 northwest Georgia counties: Bartow, Catoosa, Chattooga, Cherokee, Cobb, Dade, Douglas, Floyd, Fulton, Gordon, Murray, Paulding, Polk, Walker, and Whitfield. Family members of existing members and employees of partner-group companies are also eligible. Individual membership requires age 16 or older; under 16 a parent or guardian must be a joint owner. 17 branches plus CO-OP shared branching. General correspondence and deposits: P.O. Box 1188, Marietta, GA 30061-9974. Mortgage, home equity, and HELOC correspondence and payments go to a separate address: P.O. Box 11733, Newark, NJ 07101-4733. Routing number 261171480; NMLS 164500. 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 designations at LGE Community CU can be managed in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at LGE Community CU: 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, fund a trust in-branch, and review 21 account types at LGE Community CU.
Preparing your estate →Death claim process
Report the death to LGE Community CU's Member Services at 1-800-541-8921. The page lists the steps and the documents to send.
When someone dies →LGE Community CU's LGE Investment Group can answer questions about beneficiaries, trusts, or death claims at 1-770-421-2586. Email inquiries can be sent to Ronnie.Shelby@lgeinvest-lpl.com.
LGE Community 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 LGE Community CU primary sources (16 pages reviewed). How we research.
LGE Community CU customer support
Contact Center / Member Services
Phone
Toll-free
Memberline 24/7 Automated Phone Banking
After-Hours Card Issues / Activate Card / Change PIN
Visa Fraud Detection
Mortgage Services (Existing Mortgages, Home Equity, HELOC)
LGE Investment Group (LPL Financial)
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your LGE Community CU 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.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
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