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Trust Accounts

Be sure to consult your attorney to get the Trust that’s right for you and your needs. To get started with your Trust, be sure to have:

  • Completed Trust/Estate application
  • Certification of Trust
  • Identification for all Trustees

A new membership is required to open an Estate account. To get started be sure to have:

  • Completed Trust/Estate application
  • Certified Letters of Administration
  • Certified original copy of decedent’s death certificate
  • Taxpayer’s Identification Number assigned to the Estate
  • Identification of Estate Administrator

To open a Trust or Estate Account, please download and complete the Trust/Estate application

For more information or if you have questions, contact us.