Estate planning and settlement at Navigant CU
Report a death at 1-401-233-4700
Navigant CU is a credit union offering 15 accounts that interact with estate planning in different ways. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary management at Navigant CU is handled through direct contact. The NCU Investment Solutions coordinates these changes.
Navigant CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to review 15 account types at Navigant CU.
Preparing your estate →Death claim process
Report the death to Navigant CU at 1-401-233-4700. The page lists the steps and the documents to send.
When someone dies →Navigant CU's NCU Investment Solutions can answer questions about beneficiaries, trusts, or death claims at 1-401-233-4337. Email inquiries can be sent to operations@ncuinvestments.com.
Navigant CU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
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Data sourced from Navigant CU primary sources (13 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Navigant CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. 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.
Tools for Planning Your Estate
Free tools for planning your estate: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for your state and read its answer.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
