
Estate planning and settlement at Peak CU
Name beneficiaries in branch and report a death at 1-800-258-3115
Peak CU operates under a new nameRebranded
TwinStar Credit Union and Northwest Community Credit Union were united under the Peak Credit Union brand in 2025. The twinstarcu.com and nwcu.com addresses now lead to peakcu.org, and Peak’s routing number is 325181015.
Peak CU is a credit union offering 12 accounts that interact with estate planning in different ways. As a membership-based credit union, Peak CU branch locations across Washington and Oregon; headquartered in Lacey, WA. Membership eligibility: anyone who lives, works, worships, or attends school anywhere in Washington State; anyone who lives or works in Benton, Clackamas, Coos, Crook, Deschutes, Douglas, Jackson, Jefferson, Josephine, Klamath, Lane, Linn, Marion, Multnomah, or Washington County, Oregon; immediate family or household members of a current Peak member; or anyone who donates at least $5 through the credit union during account opening to Relay for Life (WA, OR, ID, MT, CA) or Habitat for Humanity, with Peak adding a $10 donation. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Account holders can update their beneficiary designations at Peak CU in branch, by phone, and by mail.
Peak CU provides specific procedures for both proactive estate planning and filing claims after a death.
Beneficiaries and trust funding
How to update beneficiaries in-branch, and review 12 account types at Peak CU.
Preparing your estate →Death claim process
Report the death to Peak CU at 1-800-258-3115. The page lists the steps and the documents to send.
When someone dies →Because Peak CU serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
Data sourced from Peak CU primary sources (30 pages reviewed). How we research.
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Credit Union Connection (telephone banking)
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Estate planning articles
Learn how to protect your Peak 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.
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.





