Estate planning at Logix
How to protect 20 Logix accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Logix's Logix Financial Services (Estate Planning & Trust Services, offered through LPL Financial)
Member Service Center
Phone1-800-328-5328
Toll-Free1-800-328-5328
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, offered through LPL Financial)
Phone1-800-553-3707
Toll-Free1-800-328-5328
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
Schedule an Appointment (wealthappointments.logixbanking.com)
International Callers
WebsiteLearn more→
Member Service Center (Death Claims)
Phone1-800-328-5328
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130 (overnight: 27918 Franklin Parkway, Valencia, CA 91355)
International Callers
Logix Financial Services (investment accounts)
WebsiteNotify online→
Verified Jul 2026
Logix offers 20 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.
Logix lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes in branch; 1-2 weeks by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
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 20 account types at Logix.
View details →When someone dies
Death claim process
Contact Logix's Logix Financial Services (Estate Planning & Trust Services, offered through LPL Financial) to file a claim. 9-step process, 7 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, offered through LPL Financial) 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.
Under the "Written Trusts" clause of Logix's Membership and Accounts Agreement, once all Account Holders named as trustee have died or are shown to be incapacitated, Logix will follow the successor trustee's instructions only after the successor trustee executes a NEW ACCOUNT APPLICATION and a Certification of Trust Affidavit naming the new trustees. Logix may also require a notarized Trustee's Certificate of Trust or other satisfactory evidence of the trust's existence, contents, and trustee powers. Two limits are worth knowing: Logix states it will not act as trustee or successor trustee under any circumstances, and it takes no responsibility to interpret or enforce the trust's terms. The same "updated New Account Application" requirement applies to a surviving joint owner — under the Transferability clause, a transfer by operation of law is not binding on Logix until the paperwork is executed.
Sources
Data sourced from Logix primary sources (21 pages reviewed). How we research.
Member Service Center
Phone1-800-328-5328
Toll-Free1-800-328-5328
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, offered through LPL Financial)
Phone1-800-553-3707
Toll-Free1-800-328-5328
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130
Schedule an Appointment (wealthappointments.logixbanking.com)
International Callers
WebsiteLearn more→
Member Service Center (Death Claims)
Phone1-800-328-5328
Mailing Address
Logix Federal Credit Union, P.O. Box 4130, Castaic, CA 91310-4130 (overnight: 27918 Franklin Parkway, Valencia, CA 91355)
International Callers
Logix Financial Services (investment accounts)
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Logix accounts and other assets with trusts, beneficiary designations, and estate planning documents.
