Estate planning and settlement at Sunmark
How your Sunmark accounts transfer at death depends on how each one is set up. As a membership-based credit union, Sunmark membership is open to anyone who lives, works, worships, attends school, owns a business, or volunteers in Albany, Columbia, Delaware, Dutchess, Essex, Fulton, Greene, Hamilton, Herkimer, Montgomery, Orange, Otsego, Putnam, Rensselaer, Rockland, Saratoga, Schenectady, Schoharie, Sullivan, Ulster, Warren, Washington, or Westchester County, New York; to employees of Sunmark Community Partners; and to immediate family members of someone who banks with Sunmark or is eligible to. Financial centers are in the Capital Region, in Hudson (Columbia County) and in Mohegan Lake (Westchester County). Members also have access to shared branching locations nationwide. With 17 account types, the transfer rules vary—getting the right designations in place now prevents delays and court involvement later.
To add or update beneficiaries at Sunmark, account holders work through direct contact with the institution.
Below are the steps for adding beneficiaries and connecting your Sunmark accounts to a broader estate plan.
Sunmark is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Sunmark primary sources (16 pages reviewed). How we research.
Sunmark customer support
Member Solutions Center
Phone
Toll-free
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Mailing address
Website
Estate planning articles
Learn how to protect your Sunmark 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.
