Bellco Credit Union Offers EstateLogic® to Help Members Meet Their Critical Estate Organizing Needs

New Offering Captures the Unique Information and Experiences That Make Up an Individual’s Life and Legacy

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)-- Bellco Credit Union announced that it is now offering its members EstateLogic®, an innovative resource that can reduce the pain, cost and confusion of estate settlement through better planning today.

EstateLogic, offered by Executor’s Resource, a leader in online technology solutions for estate preparation and legacy preservation, provides a new way of organizing estate information and capturing personal legacies for generations to come in a simple, secure fashion. A comprehensive online organizer, EstateLogic helps people catalog and store not only important documents and details – wills, tax returns, birth certificates, website passwords – but also personal legacy information such as photo albums, social media accounts, heirlooms, diaries, videos and more, all in a safe and secure online repository that it is easy to access when loved ones need it.

“Passing on your estate and legacy information to your loved ones can be a challenging endeavor. EstateLogic provides Bellco members with a readily accessible resource to help people start organizing today,” said Deirdra O’Gorman, vice president of customer relationship management for Bellco. “You can have a will outlining your wishes, but if supporting documents are missing or outdated, even the best laid plans can go awry. With today’s mobile lifestyle, having important personal information, documents, passwords and instructions in one secure online location meets a critical and often overlooked planning need.”

Making the Estate More Reflective of an Individual’s Life

EstateLogic was designed as a tool to be used and updated over time to accommodate the myriad of life changes that people experience. In addition to making it easy to store important documents, it provides action plans, checklists and suggestions that motivate people to take action to make their estate more reflective of their individual life.

“Most people think of an estate as merely financial accounts,” said Executor’s Resource CEO Carl “Skip” Rapp. “But it’s actually so much more. Research shows that legacies – people’s memories, values and stories – are up to 10 times more important to families than financial inheritances.”

With step-by-step instructions, tips and educational support, EstateLogic helps people organize and store their unique life, legacy and estate across four categories: 1) Important Documents; 2) Financials; 3) Legacy; and 4) Personal Instructions.

EstateLogic is one of a number of partner resources available to Bellco members via the credit union’s website at https://www.bellco.org/estatelogic.asp providing a one-stop resource for a broad range of financial planning needs. To access EstateLogic, members pay a low monthly fee, from $3.65 to $12.85 per month; fees represent a 20 percent discount for Bellco members.

About Bellco Credit Union

Bellco is one of Colorado’s largest credit unions, with nearly $2 billion in assets, more than 350 employees and 15 branches in Colorado. Founded in 1936, Bellco offers a full range of financial products and services including auto loans, mortgages and checking accounts. Today, Bellco Credit Union has 193,000 members and more than 1,000 Select Employee Groups who offer credit union services to their employees. Member advantages include lower interest rates on loans and higher yields on savings, as well as access to thousands of surcharge-free ATMs. Bellco actively supports the community by donating funds and employee volunteer hours to many Denver-area and Grand Junction organizations. For more information, please visit www.Bellco.org.

About Executor’s Resource

Executor’s Resource is a leader in online technology solutions that enhance estate and legacy preparation, planning, transfer and literacy. Founded by nationally recognized Certified Financial Planner® professional and author Myra Salzer, Executor’s Resource partners with financial institutions to make estate and legacy organization, preparation and management personal, pain free and practical for American families. For more information, please visit www.ExecutorsResource.com.

Bellco Credit Union
GroundFloor MediaKimmie Greene, 303-865-8151
[email protected]
or
Executor’s ResourceAmy McDuffee, 303-444-5149, Ext. 4
[email protected]

Source: Bellco Credit Union