Estate planning at Unitus CCU
How to protect 15 Unitus CCU accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Contact Center
Phone1-503-227-5571
Toll-Free1-800-452-0900
Emailhello@unitusccu.com
Fax1-503-423-8345
Mailing Address
Unitus Community Credit Union, P.O. Box 1937, Portland, OR 97207
Mortgage Questions
Mortgage Servicing (existing first mortgages)
WebsiteLearn more→
Contact Center
Phone1-503-227-5571
Toll-Free1-800-452-0900
Emailhello@unitusccu.com
Fax1-503-423-8345
Mailing Address
Unitus Community Credit Union, P.O. Box 1937, Portland, OR 97207
Mortgage Questions
Mortgage Servicing (existing first mortgages)
WebsiteLearn more→
Member Services
Phone1-503-227-5571
Toll-Free1-800-452-0900
Emailhello@unitusccu.com
Fax1-503-423-8345
Mailing Address
Unitus Community Credit Union, P.O. Box 1937, Portland, OR 97207
WebsiteNotify online→
Verified May 2026
Unitus CCU is a credit union offering 15 accounts that interact with estate planning in different ways. As a membership-based credit union, Unitus CCU operates 14 locations including branches in Portland (Cascade Station, Multnomah Village, North Williams, Westmoreland), Beaverton, Tigard (Bridgeport Village and Business Center), Happy Valley, Gresham, Hillsboro (Tanasbourne), Salem, Woodburn, and Vancouver, WA (Mill Plain), plus a Virtual Branch for remote personal assistance. Membership is open to anyone who lives, works, worships, or attends school in 15 Oregon counties or anywhere in the state of Washington. Headquartered in Portland, OR. Understanding how each account transfers at death—and which ones a trust can hold—helps families avoid probate delays and unintended outcomes.
Unitus CCU lets account holders update beneficiary designations in branch, by mail, and by phone, typically taking 15-30 minutes in branch; longer by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Unitus CCU 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 15 account types at Unitus CCU.
View details →When someone dies
Death claim process
5-step process, 7 required documents, and contact information for survivors.
View details →Unitus CCU is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Yes. Unitus accepts both revocable and irrevocable trust accounts for checking, savings, money market, and CD accounts. Visit a local branch with your Certification of Trust (or full trust agreement), trustee identification, and the trust Tax Identification Number. Existing accounts can also be retitled to a trust.
Sources
Data sourced from Unitus CCU primary sources (13 pages reviewed). How we research.
Contact Center
Phone1-503-227-5571
Toll-Free1-800-452-0900
Emailhello@unitusccu.com
Fax1-503-423-8345
Mailing Address
Unitus Community Credit Union, P.O. Box 1937, Portland, OR 97207
Mortgage Questions
Mortgage Servicing (existing first mortgages)
WebsiteLearn more→
Contact Center
Phone1-503-227-5571
Toll-Free1-800-452-0900
Emailhello@unitusccu.com
Fax1-503-423-8345
Mailing Address
Unitus Community Credit Union, P.O. Box 1937, Portland, OR 97207
Mortgage Questions
Mortgage Servicing (existing first mortgages)
WebsiteLearn more→
Member Services
Phone1-503-227-5571
Toll-Free1-800-452-0900
Emailhello@unitusccu.com
Fax1-503-423-8345
Mailing Address
Unitus Community Credit Union, P.O. Box 1937, Portland, OR 97207
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your Unitus CCU accounts and other assets with trusts, beneficiary designations, and estate planning documents.
