Estate planning at Trumark
How to protect 26 Trumark accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Member Service Center / Digital Branch
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
Member Service Center / Digital Branch
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
Member Service Center (Death Notifications and Estate Accounts)
Trumark Credit Union, Attn: Member Service Center, 335 Commerce Drive, P.O. Box 8127, Fort Washington, PA 19034
Trumark offers 26 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Trumark headquartered at 335 Commerce Drive, Fort Washington, PA 19034. Branch network across Southeastern Pennsylvania serving Bucks, Chester, Delaware, Montgomery, and Philadelphia counties. Membership is open to anyone who lives, works, worships, volunteers, or attends school in those counties, and to family members of current 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.
Trumark lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Trumark provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 26 account types at Trumark.
View details →When someone dies
Death claim process
5-step process, 6 required documents, and contact information for survivors.
View details →Trumark 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 Trumark primary sources (15 pages reviewed). How we research.
Member Service Center / Digital Branch
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
Member Service Center / Digital Branch
Trumark Credit Union, 335 Commerce Drive, Fort Washington, PA 19034
Member Service Center (Death Notifications and Estate Accounts)
Trumark Credit Union, Attn: Member Service Center, 335 Commerce Drive, P.O. Box 8127, Fort Washington, PA 19034
Estate planning articles
Learn how to protect your Trumark accounts and other assets with trusts, beneficiary designations, and estate planning documents.
