Estate planning at Travis CU
How to protect 16 Travis CU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Travis CU's Travis Credit Union Member Services
Travis Credit Union Member Services
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Travis Credit Union Member Services
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
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 field of membership covers anyone who lives, regularly works, currently attends school, or currently worships in 12 California counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. Family members of a current member (and people living in a member's household) qualify regardless of residency, which matters for estate settlement: to open an Executor/Administrator Estate Account, either the decedent must have been membership-eligible at death or the estate's beneficiaries must be eligible. Headquartered in Vacaville, CA (One Travis Way). Access to over 30,000 CO-OP Network 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 designations at Travis CU can be managed in branch and by phone, typically taking 15-30 minutes in branch. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Travis CU has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at Travis CU.
View details →When someone dies
Death claim process
Contact Travis CU's Travis Credit Union Member Services to file a claim. 6-step process, 7 required documents, and contact information for survivors.
View details →Travis CU's Travis Credit Union Member Services can answer questions about beneficiaries, trusts, or death claims at (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.
Sources
Data sourced from Travis CU primary sources (20 pages reviewed). How we research.
Travis Credit Union Member Services
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Travis Credit Union Member Services
Travis Credit Union, P.O. Box 2069, Vacaville, CA 95696
Estate planning articles
Learn how to protect your Travis CU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
