If you have established a Revocable Living Trust (often referred to as a "Living" or "Family" Trust) or are considering establishing one make sure to convert your existing account(s) to the Trust. This will ensure that the designated Successor Trustee(s) is able to settle your Estate with upon incapacity or death.
Products Available for Trust Accounts:
- Regular Share
- Checking Account
- Hi Yield eChecking Account
- Money Market
- Term Share Certificates
Download our Trust Application
If you're interested in a Coogan account or a Custodial account, please contact Member Services.
Members should consult legal professionals to establish their Trust. F&A does not offer Irrevocable Trust Accounts.