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All branches are open! Visit our COVID-19 web page for information about contacting us, branch hours, and assistance. Learn more

Can I get a copy of your Trustee’s Account Agreement form?

Please click here for our fillable Trustee’s Account Agreement form, or Trust Agreement form.

A trust is an estate-planning tool used primarily to avoid the delays and costs of the probate process, which is what happens when someone passes away with only a will or no will.

Choosing and creating a trust can be a complex process; the guidance of an attorney with estate planning expertise is highly recommended.

 

Types of Stanford FCU Trusts

  1. Revocable – at least one Trustor of the Trust must be a member of Stanford FCU
  2. Irrevocable – either all of the Trustors or all of the Beneficiaries of the Trust must be members of Stanford FCU

Upon creating the agreement, the member transfers title to his Stanford FCU assets to be held in trust.

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