Estate planning and settlement at Premier Members CU
Report a death at 1-303-657-7135
Premier Members CU operates under a new nameRebranded, effective August 2025
Premier Members Credit Union and Meritrust Credit Union of Wichita, Kansas combined on August 1, 2025, and the credit union now operates in Colorado and Kansas under the Meritrust Credit Union name. The NCUA lists the former PMCU charter (No. 62574) as Meritrust, headquartered at 360 Interlocken Blvd, Broomfield, Colorado. Colorado members are served at colorado.meritrust.org with routing number 307074535, and estate matters are governed by the Meritrust Member Service Agreement. Not the same institution as Premier America Credit Union of Chatsworth, California.
Premier Members CU offers 23 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Premier Members CU operates 19 Colorado branch locations, including branches in Boulder, Broomfield, Louisville, Erie, Firestone, Longmont, Estes Park, Thornton, Westminster, Arvada, Castle Rock, Centennial, and Pueblo, plus access to more than 5,600 shared branches and more than 30,000 CO-OP ATMs nationwide. Colorado membership is available to people who live or work in Adams, Arapahoe, Broomfield, Boulder, Clear Creek, Delta, Denver, Douglas, Eagle, Elbert, El Paso, Garfield, Grand, Jefferson, Larimer, Mesa, Montrose, Pueblo, Summit, and Weld Counties. Across Colorado and Kansas, Meritrust operates 33 branches. 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.
Beneficiary management at Premier Members CU is handled through direct contact.
Premier Members 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 23 account types at Premier Members CU.
Preparing your estate →Death claim process
Report the death to Premier Members CU at 1-303-657-7135. The page lists the steps and the documents to send.
When someone dies →Premier Members 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 Premier Members CU primary sources (32 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Premier Members 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.
