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Trust/Estate Accounts

Secure Your Legacy with Our Specialized Accounts

At AlaTrust, we understand that managing inherited wealth requires careful planning and expertise. We offer specialized account options designed to support beneficiaries and estate administrators, ensuring a seamless transition of assets while preserving financial security.

A Trust Account is an essential tool for protecting assets and ensuring they are distributed according to the wishes of the grantor. Whether you are setting up a trust for wealth preservation, charitable giving, or beneficiary support, we're here to help!

What you need to open the account

  • Certificate of Trust
  • Representative's personal information and Driver's License

View Rates Open an Account

Managing the financial affairs of a deceased loved one requires a dedicated account to settle obligations and distribute assets appropriately. Our Estate Accounts are designed to allow the exceuter to:

  • Facilitate payments of outstanding debts, taxes, and expenses
  • Collect and consolidate estate assets
  • Provide a secure channel for the distribution of funds to heirs

At AlaTrust Credit Union, our dedicated financial professionals are here to assist you.  Contact us today to learn more about our specialized accounts and how we can help you safeguard your legacy.

What you need to open your account

  • The Letters Testamentary or Letters of Administration
  • EIN for the estate
  • The death certificate for the deceased person
  • The representative's personal information and driver’s license

View Rates Open an Account