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Fraud warning: Some members have received text messages claiming to be from Stanford FCU asking to confirm suspicious charges. Do not click on the link! These messages are not from us and the link does not go to our website. If you’re unsure about a message or want to check your accounts, please call us at 888.723.7328.

Alert Notification Icon

Fraud warning: Some members have received text messages claiming to be from Stanford FCU asking to confirm suspicious charges. Do not click on the link! These messages are not from us and the link does not go to our website. If you’re unsure about a message or want to check your accounts, please call us at 888.723.7328.

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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