Welcome EstateExec Clients
Probate Express
Frequently Asked Questions
You asked and we listened (and answered).
Why does this estate account exist?
As a Credit Union, our primary responsibility is to provide and deliver financial services. In response to the needs of our members, we have developed the Probate Express estate account, and we are pleased to be able to offer this to you.
Are physical documents necessary? How can I submit forms and documents?
Physical documents are not needed. All necessary documents are uploaded during the application process.
How long does it take to open the estate account?
The application has been designed to be completed in 10-minutes or less. Account opening times vary. With all the correct information and documentation, the account is opened in 24-hours or less. Should Quorum need additional information, the account opening will be delayed.
Is this how I pay creditors?
Yes, the online estate account will send both ACH payments as well as a physical check. Payee information is set up under bill payments. The sole purpose of this account is to settle probate expenses.
View the Bill Payment Made Easy demo
Is this program available nationwide?
Yes, this program is nationwide, allowing estate accounts to be opened in every state. The application process is completely digital, making it accessible on any device.
Is the estate account accessed online?
Absolutely, Probate Express estate accounts offer a fully online banking experience.
View the Online Banking Demo.
What are the options for making deposits?
Deposits can be made through Electronic ACH Deposit, Mobile Deposit, External Transfer, or at a Deposit-taking ATM or Shared Service Center.
View Remote Deposit Demo
Estate EIN how to obtain one?
Use this tool to get an EIN directly from the IRS in minutes for free. Answer questions and submit the application. If it’s approved, we’ll issue your EIN immediately online. Beware of websites that charge for an EIN. You never have to pay a fee for an EIN.
Click here to get an employer identification number
How do I speak to Quorum customer service?
800-874-5544
M-F; 8:30 a.m. – 7:00 p.m. ET