Estate planning at Logix
How to protect 19 Logix accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Logix's Logix Financial Services (Estate Planning & Trust Services)
Member Service Center
Phone1-800-328-5328
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Logix Financial Services (Estate Planning & Trust Services)
Phone1-800-553-3707
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Member Service Center (Death Claims)
Phone1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
Verified Apr 2026
Logix offers 19 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Logix accepts new accounts from residents of AZ, CA, MA, MD, ME, NH, NV, VA. 19 branches in Southern California (Los Angeles, Ventura, and Kern counties). Membership also available through American Consumer Council (no cost) or Moorpark College Friends of the Foundation. Once you become a member, membership never expires. 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.
At Logix, beneficiary designations are managed in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Logix 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 19 account types at Logix.
View details →When someone dies
Death claim process
Contact Logix's Logix Financial Services (Estate Planning & Trust Services) to file a claim. 7-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Logix's Logix Financial Services (Estate Planning & Trust Services) at 1-800-328-5328.
Because Logix 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
Logix Financial Services partners with The Private Trust Company N.A. (an LPL Financial affiliate) to offer trust planning services. These include living trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), generation-skipping trusts, and charitable trusts. Financial Consultants also assist with retirement planning, investment management, and insurance products. Schedule an appointment at wealthappointments.logixbanking.com or call 800-553-3707 Monday-Friday 8:00 AM-6:00 PM PT.
Both Revocable Trust accounts and Totten Trust (POD) accounts at Logix are federally insured up to $250,000 per beneficiary by the NCUA. For example, an account with 5 beneficiaries would have up to $1.25 million in insured deposits. IRA balances are insured separately up to an additional $250,000. Joint tenancy accounts are insured up to $500,000 ($250,000 per co-owner). A family of two can potentially achieve up to $2,000,000 in total NCUA coverage across different ownership categories.
Logix accepts members from Arizona, California, Massachusetts, Maryland, Maine, New Hampshire, Nevada, and Virginia. Membership is also available through the American Consumer Council (no cost to join) or Moorpark College Friends of the Foundation, regardless of location. Employees and retirees of Logix sponsor companies and family members of current members also qualify. A $5 minimum deposit to a Main Savings account is required to open membership. Once you become a member, your membership never expires.
Sources
Data sourced from Logix primary sources (20 pages reviewed). How we research.
Member Service Center
Phone1-800-328-5328
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Logix Financial Services (Estate Planning & Trust Services)
Phone1-800-553-3707
Toll-Free1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
International Callers
Automated Telephone Banking
WebsiteLearn more→
Member Service Center (Death Claims)
Phone1-800-328-5328
Fax1-800-713-0258
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
Verified Apr 2026
Estate planning articles
Learn how to protect your Logix accounts and other assets with trusts, beneficiary designations, and estate planning documents.
