Estate planning and settlement at RBFCU
Name beneficiaries in branch, fund a trust by phone, and report a death at 1-210-945-3300
RBFCU offers 16 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, RBFCU more than 60 branches in Texas across four market areas: Austin, Corpus Christi, Dallas-Fort Worth, and San Antonio. More than 1.1 million members. 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.
RBFCU lets account holders update beneficiary designations in branch and by phone. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
There are two sides to estate planning at RBFCU: setting things up while you're alive, and the process survivors follow after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, and review 16 account types at RBFCU.
Preparing your estate →Death claim process
Report the death to RBFCU Estate Assistance Department at 1-210-945-3300. The page lists the steps and the documents to send.
When someone dies →For questions about any of these procedures, contact RBFCU Trust Services at 1-210-637-4117. Email inquiries can be sent to trustservices@rbfcu.org.
Because RBFCU 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 RBFCU primary sources (26 pages reviewed). How we research.
RBFCU customer support
RBFCU Member Service Center
Phone
Toll-free
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your RBFCU 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.
