Probate Express
Revocable Trust Account—100% Online
A fully online, secure platform for opening and managing Revocable Trust Accounts—
built for estate planning professionals to enhance the client experience.
Open a Revocable Trust Entirely Online.
Quorum offers fully digital Revocable Trust accounts—designed to streamline how liquid assets align with estate plans. Whether your local or nationwide, our secure platform makes trust account setup fast, compliant, and hassle-free—no physical paperwork, no in-person visits, and no delays.
Quorum 100% Online Revocable Trusts help with....
No bank visits
No opening fees
No stress
Apply for a Trust account online
in minutes
Bank securely
from anywhere— 100% digital
Easily
manage beneficiaries
WHO IS QUORUM?
Quorum has you covered.
Quorum Federal Credit Union is uniquely qualified to handle revocable trust accounts. Over the past 90+ years we have created a fully digital banking experience with products and services that are simple, safe and secure.
Why Estate Professionals Partner with Quorum
100% Digital Setup: Open accounts online—no need for client banking visits or branch coordination.
Streamlined Document Handling: Upload trust documents securely with the application—save time and reduce paperwork.
. Fast Setup: Accounts can be opened quickly and efficiently, reducing delays in the estate planning process.
Why Clients Will Appreciate It
Proper Titling from the Start: Reduces probate complications and ensures a smoother estate settlement.
Secure, Seamless Transfers: Funds move electronically with no need for interaction.
Ongoing Oversight: Easily monitor account activity to ensure assets are properly titled and stay compliant
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