Estate planning and settlement at Travis CU
Fund a trust in branch and report a death at 1-707-449-4000
Travis CU is a credit union offering 16 accounts that interact with estate planning in different ways. As a membership-based credit union, Travis CU membership is open to anyone who lives, regularly works, currently attends school, or currently worships in Solano, Merced, Napa, Contra Costa, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Alameda, Colusa, or Sonoma County, California; virtual or remote attendance does not qualify. Family members of the primary member qualify regardless of residency, as do individuals living in a current member's household, active duty and retired military and civilian personnel stationed at Travis Air Force Base, and selected employee groups. Headquartered at One Travis Way, Vacaville, CA. Members have access to 30,000 ATMs in the CO-OP Shared ATM Network. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
To add or update beneficiaries at Travis CU, account holders work through direct contact with the institution. The Member Service Center coordinates these changes.
Travis 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 fund a trust in-branch, and review 16 account types at Travis CU.
Preparing your estate →Death claim process
Report the death to Travis CU's Member Service Center at 1-707-449-4000. The page lists the steps and the documents to send.
When someone dies →Travis CU's Member Service Center can answer questions about beneficiaries, trusts, or death claims at 1-707-449-4000.
Travis 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.
Frequently asked questions
Travis Credit Union opens trust accounts as fiduciary accounts. Its fiduciary-accounts page lists a signed trust agreement, which outlines the terms of the trust including the trustee and beneficiaries, along with personal identification for the trustee(s), and states that the fiduciary must meet the membership eligibility requirements. To open one, schedule an appointment or walk in at a branch, or call (707) 449-4000 during normal business hours.
Sources
Data sourced from Travis CU primary sources (29 pages reviewed). How we research.
Travis CU customer support
Member Service Center
Phone
Member Service Center (toll-free)
Call-24 Phone Banking
Call-24 Phone Banking (toll-free)
Investment Services (Travis Wealth Management)
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Travis 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.
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Will My Estate Documents Transfer?
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How Much Does a Revocable Living Trust Cost?
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Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
