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Protect Your Legacy With a Trust Account

Ensure your assets are passed on smoothly and securely, without legal delays.
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Why a Trust Account Matters for Your Future

Planning ahead ensures your loved ones receive what you’ve worked hard for, without unnecessary legal hurdles. Without a trust, assets could be tied up in probate, causing stress and delays for your family. A trust allows you to dictate how and when your assets are distributed, ensuring peace of mind and financial security.

IMPORTANT: Trust Accounts Must Be Opened in Branch or by Phone

Trust accounts and other trust-related products cannot be opened through our online application. To open a trust account, please visit any Service Credit Union branch or call our Contact Center at 800.936.7730 (U.S). or 00800.4728.2000 (Intl).

With Service Credit Union, you have two simple options:

  • Living Trust – Maintain control of your assets while ensuring a seamless transition for your beneficiaries.
  • Payable on Death (POD) Account – A straightforward way to transfer funds without a formal trust agreement.

Set Up Your Trust Account with Service Credit Union

Setting up a trust is easier than you think. Let us help you secure your family’s future.
In-Person Help

In-Person Help

Speak with a specialist at a nearby branch.
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Phone & Online Support

Phone & Online Support

Talk with a specialist by phone or online.
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Choose the Right Trust for You

Compare our trust options and find the best fit for your needs.

Living Trust

  • Owner retains control during their lifetime
  • Becomes irrevocable upon passing
  • Assets are distributed based on your instructions
  • Avoids probate for a smoother transition
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Payable on Death (POD) Account

  • Simple account-based trust alternative
  • Funds transfer directly to beneficiaries
  • No formal trust agreement needed
  • Avoids probate, reducing legal complexities
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Your Questions, Answered

Get peace of mind today. Start planning your trust with Service Credit Union.

What is the difference between a living trust and a POD account?
A Living Trust provides more control and structured asset distribution, while a POD (Payable on Death) Account is a simple way to pass funds directly to beneficiaries. Learn more on our blog.
Do I need an attorney to set up a living trust?
While not required, legal guidance could help ensure your trust aligns with your estate planning goals.
How do I open a trust account with Service Credit Union?
Visit a branch with your trust documents or call us to learn more about the process.
Are trusts only for wealthy individuals?
No! Trusts are useful for anyone who wants to ensure their assets are distributed smoothly and according to their wishes.
Service Credit Union cannot provide legal, tax, or estate planning advice. We suggest you discuss these matters with a tax consultant or advisor.