Trust and Estate Accounts
Secure your legacy and manage your loved ones’ financial affairs with our Trust and Estate Accounts. Perfect for estate planning, managing a trust, or administering an estate, these accounts help ensure your assets are handled according to your wishes. We are here to assist you every step of the way, but please note that designated beneficiaries must be indicated, and account opening requires an in-person visit to one of our CW offices. Let us help you protect what matters most with a personalized approach and professional support, making complex financial matters easier to manage.
Estate Calculator
We want to help you reach your goals! Please use our calculator to assist you in your decisions.
Trust & Will
Love My Credit Union Rewards has partnered with Trust & Will to bring credit union members easy, affordable, and secure estate planning. Trust & Will is the leading online estate planning platform where members can easily create an estate plan in just minutes to protect themselves and their family. Members get exclusive savings of 20% off any estate plan just for being a member of CW.
Small Business Accounts
Empower your business with our Small Business Accounts, tailored to meet the unique needs of entrepreneurs, churches, and small business owners. Whether you’re launching a new venture, expanding operations, or managing day-to-day finances, our accounts offer essential tools like online banking and ACH transfers. To open an account, we’ll need information about the authorized signers and all authorized signers must be present during the account opening process. Our dedicated support team is here to help streamline your financial management, so you can focus on growing your business with confidence.
Payee or Guardianship Accounts
Manage the financial needs of those in your care with our Payee and Guardianship Accounts. Designed for individuals managing funds for minors, elderly adults, or those unable to handle their own financial affairs, these accounts provide secure oversight and easy access to track spending and pay bills. To open an account, a power of attorney or other legal documentation may be required, and the account must be opened in person at one of our CW Offices. Our team is here to support you in fulfilling your legal and ethical responsibilities, ensuring that the finances of those you care for are managed safely and efficiently.
Notary Services
If you have any documents that need to be notarized, we're here to help! As a valued member, you can take advantage of our complimentary notarization services, available at all eleven CW offices. Our notary services are provided by a state-commissioned notary public, ensuring that your documents are handled with the utmost care and professionalism.
For your convenience, we encourage you to contact us to schedule an appointment with one of our authorized notaries. We're committed to making this process as smooth and easy as possible for you.
Schedule Appointment
Prefer to schedule an appointment to get your answers? Please select an appointment option from our scheduler below.