Estate planning and settlement at Patelco CU
Name beneficiaries online, fund a trust in branch, and report a death
How your Patelco CU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Patelco CU primarily serves Northern California. Membership is open to those who live, work, attend school, or worship in Alameda, Contra Costa, El Dorado, Marin, Merced, Napa, Placer, Sacramento, San Francisco, San Joaquin, San Mateo, Santa Clara, Solano, Sonoma, Stanislaus, and Yolo counties, or in the cities of Bakersfield, Eureka, McKinleyville, and Santa Cruz; to students and alumni of UC Berkeley, San Francisco State University, and Cal State East Bay; to employees of Patelco sponsor companies; to family members and roommates of current members, and the surviving spouse or child of a deceased employee-eligible member; and to members of the Financial Fitness Association. With 15 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary designations at Patelco CU can be managed online, in branch, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Patelco CU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust in-branch, and review 15 account types at Patelco CU.
Preparing your estate →Death claim process
Report the death to Patelco CU's Specialized Accounts. The page lists the steps and the documents to send.
When someone dies →Because Patelco CU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Patelco CU primary sources (28 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Patelco 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.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
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.
