Estate planning and settlement at St. Mary's CU
Report a death at 1-866-585-7628
St. Mary's CU is a credit union offering 17 accounts that interact with estate planning in different ways. As a membership-based credit union, St. Mary's CU eight branches following the July 1, 2026 merger with MetroWest Community Federal Credit Union: Marlborough (133 South Bolton Street; 133 West Main Street; 1 Northboro Road), Hudson (439 Main Street), Northborough (100 West Main Street), Westborough (96 Turnpike Road), and Framingham (1255 Worcester Road; 200 Concord Street, the former MetroWest Community FCU office). Corporate Office and Loan Center at 46 Lizotte Drive, Marlborough, MA 01752, by appointment only (lobby hours Mon-Fri 8:00 am - 5:00 pm; evenings and weekends by appointment). Membership is open to anyone who lives, works, or attends school in Middlesex, Worcester, Norfolk, or Suffolk County in Massachusetts, and to eligible relatives of existing members regardless of where they live. Surcharge-free ATM access through the CO-OP network (30,000 ATMs nationwide) and the SUM network (7,500 ATMs nationwide). 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 St. Mary's CU is handled through direct contact.
St. Mary's 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 17 account types at St. Mary's CU.
Preparing your estate →Death claim process
Report the death to St. Mary's CU at 1-866-585-7628. The page lists the steps and the documents to send.
When someone dies →St. Mary's 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 St. Mary's CU primary sources (31 pages reviewed). How we research.
St. Mary's CU customer support
Member Solutions Center
Phone
Toll-free
Retirement & Investment Services (Joe Delano, LPL Financial)
MetroWest Member Service
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your St. Mary's 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.
