Estate planning and settlement at Pelican State CU
Report a death at 1-800-351-4877
How your Pelican State CU accounts transfer at death depends on how each one is set up. As a membership-based credit union, Pelican State CU branches across Louisiana. Membership requires opening and maintaining the membership share account: $15 to join ($10 membership fee plus a $5 minimum balance). With 10 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
Beneficiary management at Pelican State CU is handled through direct contact.
Pelican State CU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to review 10 account types at Pelican State CU.
Preparing your estate →Death claim process
Report the death to Pelican State CU at 1-800-351-4877. The page lists the steps and the documents to send.
When someone dies →Pelican State CU operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Sources
Data sourced from Pelican State CU primary sources (26 pages reviewed). How we research.
Pelican State CU customer support
Phone
Text
Lost or stolen cards (menu option 2)
Card disputes
Collateral Protection Insurance questions
Zelle customer support
Loan reminder team (outbound calls)
Fax
Mailing address
Website
Estate planning articles
Learn how to protect your Pelican State 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.
