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Volunteers to Test Out CU Estate Planning Program

Nearly 3,000 volunteers with State Employees' Credit Union's advisory board and board of directors will have the opportunity to test out a new estate planning pilot program.

By Michelle A. Samaad | Updated on January 23, 2011

Nearly 3,000 volunteers with State Employees’ Credit Union’s advisory board and board of directors will have the opportunity to test out a new estate planning pilot program.

Available at the $21 billion SECU’s branch locations in North Carolina, the pilot program aims to provide estate planning documents. Each estate planning package will include a will with possible trust provisions, a durable power of attorney, a healthcare power of attorney and living will, and a Health Insurance Portability and Accountability Act authorization. For wills that include trust provisions, SECU Trust Services through MEMBER Trust Co., can be named as the corporate trustee by the member to manage the trust assets and oversee the distributions on behalf of the beneficiaries.

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