Quorum Joins Coalition to Modernize Estate Planning

PURCHASE, N.Y., Oct. 1, 2026 /CourierPR/ -- 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. 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.

The LIVE Coalition brings together organizations across law, technology, financial services, and consumer advocacy to advance innovation across the estate planning ecosystem. The coalition's goal is to create an important forum for organizations to share ideas and help move the industry forward, particularly in areas where traditional estate planning systems have not evolved together with modern banking infrastructure.

Quorum Probate Express is a specialized solution offered through Quorum's banking-as-a-service and embedded finance division. It provides 100 percent 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.

Founded in 1934, Quorum combines the strength and security of a federally chartered credit union with modern banking technology. The company is federally insured by the National Credit Union Administration (NCUA). Quorum's work to digitize estate and trust banking brings an important perspective to the coalition as they work to expand access to secure solutions that reflect how families manage their lives today.

The LIVE Coalition, the first U.S. advocacy organization dedicated to modernizing estate planning law for the digital age, brings together more than 70 companies from legaltech, legal services, and technology. Launched in February 2026, the coalition is headquartered in Washington, D.C. The coalition's goal is to create an important forum for organizations to share ideas and help move the industry forward, particularly in areas where traditional estate planning systems have not evolved together with modern banking infrastructure.