Estate planning at Trumark

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.