Estate planning and settlement at Unitus CCU
Report a death at 1-800-452-0900
Unitus CCU is a credit union offering 16 accounts that interact with estate planning in different ways. As a membership-based credit union, Unitus CCU branches in Beaverton, Tigard (Bridgeport Village), Portland (Cascade Station, Multnomah Village, North Williams, Westmoreland), Happy Valley (Clackamas), Gresham, Hillsboro (Tanasbourne), Salem, Woodburn, and Vancouver, WA (Mill Plain), plus a Virtual Branch and a teller-machine-only Business Center in Tigard. Membership is open to anyone who, or whose immediate family member, lives or works in Washington State or in Benton, Clackamas, Columbia, Deschutes, Douglas, Hood River, Jackson, Josephine, Lane, Linn, Marion, Multnomah, Polk, Washington or Yamhill County, Oregon; others can qualify through a free American Consumer Council membership. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Beneficiary management at Unitus CCU is handled through direct contact.
Unitus CCU 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 review 16 account types at Unitus CCU.
Preparing your estate →Death claim process
Report the death to Unitus CCU's Contact Center at 1-800-452-0900. The page lists the steps and the documents to send.
When someone dies →Unitus CCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from Unitus CCU primary sources (30 pages reviewed). How we research.
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Estate planning articles
Learn how to protect your Unitus CCU 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.
