Estate planning and settlement at Mountain Heritage FCU
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-800-344-5262
Mountain Heritage FCU is a credit union offering 10 accounts that interact with estate planning in different ways. As a membership-based credit union, Mountain Heritage FCU west Virginia only. Four branches, per mhfcu.net/contact-us: Parkersburg (main office, 1822 Seventh Street, Parkersburg, WV 26101 — (304) 424-7256, toll-free (800) 344-5262, fax (304) 428-2127); Martinsburg (321 Aikens Center, Martinsburg, WV 25404 — (304) 264-7175, fax (304) 264-7879); Beckley (110 North Heber Street, Beckley, WV 25801 — (304) 254-8260); and Kearneysville (132 Murrall Drive, Kearneysville, WV 25430 — open Monday and Friday only, 11:00am-4:30pm, with no branch phone published). The credit union does not publish its field of membership online; eligibility is confirmed through its membership application or by calling the Parkersburg office. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary changes at Mountain Heritage FCU can be made in branch, by phone, and by mail. Accounts can also be retitled into a trust to keep them out of probate entirely.
Mountain Heritage FCU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 10 account types at Mountain Heritage FCU.
Preparing your estate →Death claim process
Report the death to Mountain Heritage FCU's Member Services, Parkersburg main office at 1-800-344-5262. The page lists the steps and the documents to send.
When someone dies →Mountain Heritage FCU's Member Services can answer questions about beneficiaries, trusts, or death claims at 1-800-344-5262.
Mountain Heritage FCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Mountain Heritage FCU primary sources (15 pages reviewed). How we research.
Mountain Heritage FCU customer support
Member Services (Parkersburg main office)
Phone
Toll-free
Martinsburg branch
Beckley branch
Lost or stolen credit card
Lost or stolen debit card
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Mountain Heritage FCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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