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Help your family avoid probate and estate taxes. When you open a trust account, you're taking a crucial step to help preserve your wealth for years to come.
Your savings grows faster with Alliant’s high savings rates.
Learn more about savings
Trust accounts are set up to ensure that after you're gone, your assets are distributed the way you see fit. Even if you already have a will, your assets may face costly probate fees before they’re distributed to your family and other beneficiaries. With a trust account, your loved ones will get access to the funds with much less hassle.
Open a trust account today to protect your wealth from costly estate taxes to help ensure the financial well being of your family. You can open a trust account with any of the following four types of accounts:
Earn substantial interest and get access to some banking features with your trust account.
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Supplemental accounts let you easily specify the savings for a particular purpose or event.
Get flexible banking features for your trust account with free checking.
Earn a higher return on your trust account with a certificate.
Mailing Address (U.S. Postal Service) Alliant Credit Union Attn: Special Services P.O. Box 66945 Chicago, IL 60666-0945
Overnight Service Alliant Credit Union Attn: Special Services 11545 W. Touhy Avenue Chicago, IL 60666 773-462-2182
The trustor/grantor/settlor is the person who creates the trust. The trustee is the person who manages the assets in the trust. In some instances, the currently acting trustee may not be the original trustor.
An owner of a trust account is the person who has the powers to modify or revoke the terms of the trust, referred to as the trustor/grantor/settlor within the trust.
Yes. You can designate a trust as a beneficiary for your personal account.
To open a living trust, please provide copies of the pages of your Trust Agreement or Certification of Trust that indicate:
Yes. You will need to supply the death certificate if one of the trustees is deceased. If all of the original trustees of a living trust are deceased, then the successor trustee must obtain a Tax ID Number from the IRS and provide a copy of the death certificate.
However, you can always open a separate membership account to take advantage of these products.
Absolutely — and we encourage you to do so.
Want to know more about this product? Search our friendly help guide!
I set up a trust account at Alliant and it was very simple and quick with minimal paperwork involved. I have been an Alliant member for many years and have always been pleased with the service received.
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Tried several places to open a trust account for my mother who lives in Illinois. Synchrony and CIT were not sufficiently helpful to get my (her) business. Alliant actively solicits trust customers and seems capable of providing this service.
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