Trust & Estate Accounts


 

Options for Many Situations

There are many reasons to open a trust or estate account. Preserve assets for the next generation, minimize your tax burden, and meet your family's financial goals with one of these specialized accounts.

Account features include:

  • No monthly fee and no minimum balance (for Irrevocable Trust accounts and Estate Checking accounts)
  • Dividends earned on average collected balances of $1,000 or more
  • Access to the latest technology to make the process easy, such as Mobile Deposit and Web Pay

Trust and estate accounts must be opened in person at a branch.

Schedule an Appointment

Senior couple reviews their IRA savings with UW Credit Union online

 

Types of Accounts 

  • Estate Accounts
    After an estate has gone through probate and you have the necessary court-issued documents, the estate executor can open an estate account with us.
  • Irrevocable Trust Accounts
    With your attorney’s assistance, UW Credit Union can hold the funds for your irrevocable trust.
  • Revocable (or Living) Trust Accounts
    Work with your attorney to establish a living or revocable trust and choose from our regular checking accounts.