Estate planning and settlement at Webster First FCU
Fund a trust in branch and report a death at 1-800-962-4452
Webster First FCU offers 14 accounts, each with its own rules for what happens when a member dies. As a membership-based credit union, Webster First FCU field of membership: people who live, work, worship, or attend school in Essex, Middlesex, Suffolk, or Worcester County, Massachusetts; businesses and other legal entities located in those counties; current Webster First employees; volunteers in the community; spouses of someone who died while within the field of membership; and members of the immediate family or household, and organizations, of anyone meeting these qualifications. Branch footprint: fifteen locations listed, all in Massachusetts: Auburn, Cambridge (Cambridge Teachers division, 20 Felton Street), Charlton, Douglas, Dudley, Fitchburg, Hopkinton, Saugus, Spencer, Webster, West Boylston, Whitinsville, Winthrop, Worcester (275 Greenwood Street), and the Worcester Operations Center (271 Greenwood Street, Worcester, MA 01607). Nearly 30,000 ATMs through the SUM and CO-OP networks and nearly 5,000 CO-OP shared branches. Routing number 211386597. NMLS #419517. 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.
To add or update beneficiaries at Webster First FCU, account holders work through direct contact with the institution.
Webster First FCU 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 fund a trust in-branch, and review 14 account types at Webster First FCU.
Preparing your estate →Death claim process
Report the death to Webster First FCU's Member Service Center at 1-800-962-4452. The page lists the steps and the documents to send.
When someone dies →Webster First FCU 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 Webster First FCU primary sources (32 pages reviewed). How we research.
Webster First FCU customer support
Member Service Center
Phone
Toll-free
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Mortgage and home equity lending team
Lost/Stolen Debit Card (after hours)
Hours
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Estate planning articles
Learn how to protect your Webster First FCU 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.
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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.
