Membership strengthens collaboration among financial institutions, legal professionals and technology innovators focused on the future of estate planning and settlement.
PURCHASE, N.Y., Oct. 1, 2026 /PRNewswire/ — Quorum Federal Credit Union, a technology-driven financial services company offering digital banking solutions nationwide, has joined the Legacy, Innovation & Virtual Estate Planning Coalition, or LIVE Coalition, through Quorum Probate Express, its 100 percent digital solution for estate and revocable trust accounts.
The LIVE Coalition brings together organizations across law, technology, financial services and consumer advocacy to advance innovation across the estate planning ecosystem. As the coalition’s 70th member, Quorum will contribute its perspective on the banking processes that support estate and trust administration, helping extend the conversation beyond how estate plans are created to how they are carried out.
“Estate planning and estate administration are deeply connected, but the systems supporting them have not always evolved together,” said Jeffrey Pachter, President & CEO, Quorum. “The LIVE Coalition is creating an important forum for organizations across the estate planning ecosystem to share ideas and help move the industry forward. Through Quorum Probate Express, we have seen how modern banking infrastructure can remove unnecessary friction for attorneys, fiduciaries, executors and families. We look forward to bringing that perspective to the coalition and learning from other members working toward the same goal.”
Connecting Modern Estate Planning With Modern Banking
Quorum Probate Express is a specialized solution offered through Quorum’s banking-as-a-service and embedded finance division. It provides 100% digital estate and revocable trust accounts designed to simplify estate and revocable trust account administration for attorneys, CPAs, fiduciaries and families.
The solution allows clients and professionals to open and manage estate or revocable trust accounts online, without requiring in-person bank visits or physical paperwork. Its estate accounts support the practical financial work that follows a death, including paying creditors and expenses, tracking transactions, accessing reporting and distributing estate funds. Its revocable trust accounts provide secure, around-the-clock online access for managing trust assets. The accounts are available nationwide.
“Modernizing estate planning cannot stop at document creation,” said Scott Jeffries, Probate Express Account Executive, Estate & Trusts. “Families and the professionals serving them also need efficient, secure ways to manage the financial responsibilities that follow. Thoughtful policy, modern technology and digital financial infrastructure all have a role to play in creating a more connected experience.”
Through its participation in the LIVE Coalition, Quorum will collaborate with organizations working across the estate planning and administration process. Quorum’s participation reflects its belief that meaningful modernization requires cooperation across the legal, technology and financial services communities.
“We are pleased to welcome Quorum as the 70th member of the LIVE Coalition,” said Kristina Howard, Executive Director, LIVE Coalition. “Creating a more modern estate planning experience requires collaboration across the legal, technology and financial services communities. Quorum’s work to digitize estate and trust banking brings an important perspective to the coalition as we work to expand access to secure solutions that reflect how families manage their lives today.”
About Quorum Probate Express
Quorum Probate Express is a nationwide digital estate banking solution offered through Quorum Federal Credit Union. Designed for attorneys, fiduciaries, CPAs, and families managing estates and trusts, Probate Express enables estate and revocable trust accounts to be opened and managed entirely online.
Learn more at Quorum Probate Express.
For news, educational resources and perspectives on digital estate banking, follow Quorum Probate Express on LinkedIn.
About Quorum
Quorum is a technology-driven financial institution serving members nationwide through digital banking solutions. Founded in 1934, Quorum combines the strength and security of a federally chartered credit union with modern banking technology to help people and businesses Bank at the Speed of Life.
Consistently named one of the best credit unions in America by leading publishers, Quorum is redefining what modern banking looks like for the people and partners who rely on it. Quorum is federally insured by the NCUA.
Learn more at Quorum Federal Credit Union.
About the LIVE Coalition
The Legacy, Innovation & Virtual Estate Planning (LIVE) Coalition is the first U.S. advocacy organization dedicated to modernizing estate planning law for the digital age. It brings together more than 70 companies from legaltech, legal services and technology. Launched in February 2026, headquartered in Washington, D.C. Learn more at livecoalition.com.
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SOURCE Quorum Federal Credit Union
