Probate Express
The Online Estate Account

Quorum offers attorneys, financial advisors (CPAs and fiduciaries),
and their clients
a simple, stress-free estate checking account.

 

Probate Express makes every step go smoother.

The Probate Express online estate account is the easy, stress-free way to handle probate banking requirements. We've eliminated the bank visits, hassles, and fees so clients can apply for an estate account in minutes. Plus, Probate Express offers a secure, convenient, and accessible banking experience from anywhere, backed by deposit insurance coverage that can be extended beyond standard limits for added peace of mind.

Quorum helps you with....

No bank visits
No opening fees
No stress

Apply for an estate account online in minutes

Bank securely
from anywhere— 100% digital

Full estate reporting and account recaps

WHO IS QUORUM?

Quorum has you covered.

Quorum Federal Credit Union is uniquely qualified to handle estate accounts. Over the past 90+ years we have created a fully digital banking experience with products and services that are simple, safe and secure. That's why over 65,000 members continue to put their faith in Quorum.

The Executor of the estate will need to establish an account with Quorum.
Be prepared to upload the following REQUIRED documents during this application process.

If you do not have these documents, you will not be able to complete the online account set up. 

1. Executor or Administrator’s Valid ID: Identification of the person managing the estate.
2. Certified Copy of Death Certificate: Official proof of the decedent’s death.
3. Letters Testamentary or Letters of Administration: Court-issued documents authorizing the executor or            administrator to manage the estate. For co-independent executors, meaning each executor can act independently without needing the other’s approval, the letters must explicitly state this arrangement.
4. EIN Letter for the Estate from the IRS (You can apply for the Estate’s EIN by clicking here)

Our team of estate account experts are here to help.

RESOURCES

Our detailed resources help clients learn the facts—fast.

Executor Hand-Out

Learn the many benefits of the new Probate Express Estate Account.

Probate

Executor Checklist

Use our guide to know what to expect and what to do as an executor.

Checklist

Extended Deposit Insurance

Protect estate balances greater than $250K with extended deposit insurance.

Copy of Modernfi Flyer (1)

Estate Account Application

Sign up for the Probate Express Estate Account by clicking below.

Application-Aug-07-2023-05-51-38-0656-PM

FAST. SIMPLE. CONVENIENT.

Whether you're an attorney, financial advisor (CPA or fiduciary), or executor, we're here to help.

Get your questions answered about the Quorum Probate Express Estate Account.

With no bank visits, hassles or fees, Probate Express is the easy, stress-free estate account that’s secure, convenient, insured and accessible from everywhere.

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