[WSBAPT] FW: Introducing Probate Express—the online estate account

Joshua McKarcher josh at mckarcherlaw.com
Mon Sep 15 09:40:14 PDT 2025


This looks like a very interesting new resource that I thought I would ask if anyone had used and could share their experience with. Best, Josh

From: Quorum Federal Credit Union <scott.jeffries at quorumfcu.org>
Sent: Monday, September 15, 2025 8:59 AM
To: Joshua McKarcher <josh at mckarcherlaw.com>
Subject: Introducing Probate Express—the online estate account

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Online estate accounts made easy with Probate Express from Quorum Federal Credit Union
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Introducing Probate Express a simple, stress-free online estate account.




Hello Joshua,

A Probate Express online estate account is a fully digital estate account offered by Quorum Federal Credit Union. It's designed to simplify the process of managing a deceased person's estate by eliminating the need for in-person bank visits, paperwork hassles, and fees.



Key Features of the Probate Express Online Estate Account

  *   100% Online Setup – Open the account from anywhere in the U.S. using a secure digital platform.
  *   No Bank Visits or Fees – Everything is handled online, with no physical paperwork or branch appointments.
  *   Fast Processing – With all required documents, the account can be opened in 24 hours or less.
  *   Nationwide Availability – Accessible in all 50 states.
  *   Full Estate Account Management Tools – Includes bill pay (ACH and checks), deposit options (ACH, mobile, ATM), and estate reporting.

Documents Required to Open the Account (easily uploaded as part of the online account opening application - no trips to the bank

  1.  Executor’s Valid ID
  2.  Certified Death Certificate
  3.  Letters Testamentary or Letters of Administration
  4.  Estate EIN (Employer Identification Number)

What You Can Do with It

  *   Deposit estate funds.
  *   Pay estate debts and taxes.
  *   Track all transactions and generate reports for probate court or beneficiaries.
  *   Distribute assets to beneficiaries.

If you're looking for an online estate account, Probate Express is currently one of the most advanced and convenient options available.

Click below to see how you can make life simpler for your clients — and you.

Click Here for FAQ's <https://info.quorumfcu.org/e3t/Ctc/T7+113/cssXT04/VW7t521Xj7H3W3lyCNp6QRNGLW6R-97G5Cv5jpMtGxmn3qgz0W7Y8-PT6lZ3myW1vwYXL4GRs6dW6m1GJK7VL0-2N6y792bQmNmMW2MF8br12PJ8CW4L3_GY3XF1RmW3SnyCk8Fnk28W6jLJxk7m9YhbW31pgRm1C6y-6W1thF8m757cKmW5xr6jp5tTPGMW6RHbmv7BwpwvMcqLhzrzCXwW5cvwsZ12WTpqW6_Rsfv56_KykW42nH9w1RCM8ZW41YSSq7WTBH7W20B0wc13CCBbW796Bn04bJD2xW7n6-5h2VCkClW3Fq-kv7rlYthW9cYnx35nFpRXVgm9hR9bdy1XW2wtwvq2JCgkCW7QNTfc4jsSpjW7FWyL952cDXqW4g4LDK4_R5L2f4cjFDl04>

Click to View Demo Library <https://info.quorumfcu.org/e3t/Ctc/T7+113/cssXT04/VW7t521Xj7H3W3lyCNp6QRNGLW6R-97G5Cv5jpMtGxmH3qgz0W8wLKSR6lZ3kyW78qVDh8Lh_P5W7V7FH56x2j_RW8wHHnw9d_3QLW1Q7MJc2J6LXwW2YTLZY6HZY-KW2C1cl91wBf8sN2glHF5DJbBMW3nzjCg7DlY-6N2fWKkkWt2xvVvcwMX4G6X_LW7cmdn27wTRN1W27jSYS21ZMs1W6p4SP28V3hpdW4bkLmW91316tMh3trTvMmjHW5Qz8xK1Xxs54W4JgFsg1jSt23VdrRtD8nCdqyW6mBDdm7GxS98W1vHtBZ1l82vlW16_5Jk4L75XNW2vlkJM4JW8NLW83QvB-5DVjx0W7bKdc33wsBncW3grW6520mzd-W8TLrHk4b_nfxW8Bwj0p52301yW5TwPSq5Qkfm5f30dqmK04>

Click for the Estate Account Application <https://info.quorumfcu.org/e3t/Ctc/T7+113/cssXT04/VW7t521Xj7H3W3lyCNp6QRNGLW6R-97G5Cv5jpMtGxmH3qgz0W8wLKSR6lZ3n4W9dPJ5b5W4VR_W2tFNbK6Ff03CW5Dlw9W7tj52yW6KjzQP84tX3cW4n-Rk_3w4Q10W85v4yd1YPDJrW10rW1Z6FrJLFW36mpXj40BtZCW7RxpXj51cCnQMTr7n1hWR2VF7kGXqTy1ByW5VMmm98Y20cZV--ntR5zZf9hW78lxx87GW6fvW8hBvNw6RBWvMW7P8BB-1CbSZdN6Nq2JwR2y8xW8sbSTK9k--_5T-1gH320v-qW95B4V57FcY8hVzJw7s1TRjwmW8Qq0RT7Cd4rdW12VqJ97_jNTLW2JHGpK1VP6xhVG0ZFf8Bm-R4W9g5rQR8sKjRVW3NXMjJ5Y9xyQW1553HK51rd_Df56LyqC04>

Click Here for More Information <https://info.quorumfcu.org/e3t/Ctc/T7+113/cssXT04/VW7t521Xj7H3W3lyCNp6QRNGLW6R-97G5Cv5jpMtGxmn3hCZYW7Y8-PT6lZ3mqW6dxNFq9jw4D-W2-V76l3LgnvDW7dFZZ18ChswSW3wykr03m5nTMW6ryDPf22nrFWW5Vyp3L8Rb-xxN8cwXvR144qNW6Lh16c7JKlMQN1WrnSjSVqK9MCBRqYVNQTJW6Tqtf51pDff9W8fvZct7X2yQJW1tqxDk3j02rBW8_jL537Gty0kW964lDL33hP9MW89VH5W863s7jVt_XVg8Lswp1W8Zt17n8rnS9pW1SYsSL1rt2hgW3d9Hcf8kyKQwW4CSNrr1Zb_mnW7_jzR43sSm_LW6wHWmj437R7pVRY3K57svHYmW9ltTj-8fWH4FV8zp3j1VQtLdf1pfT-M04>

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Have questions?

Please contact me directly, I am here to help.

[Scott Jeffries Headshot]
Scott Jeffries
Account Executive

Phone: 505-239-4118

Email: Scott.Jeffries at quorumfcu.org<mailto:Scott.Jeffries at quorumfcu.org>

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Purchase, NY 10577
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This Credit Union is federally insured by the National Credit Union Administration. Quorum is an Equal Housing Lender. We do business in accordance with Federal Fair Lending Laws.


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