Scott Jeffries
Estate Bank Account Executive
Purchase, NY Greater NY All 50 States
Digital Revocable Trust Accounts Digital Estate (Probate) Accounts Small Estate Accounts
Offers free consultation
Verified by Autumn
At Quorum Federal Credit Union, we believe estate banking should be simple, secure, and accessible from anywhere. That’s why we created Probate Express — a fully digital platform offering revocable trust accounts and estate (probate) accounts that can be opened online in minutes. These accounts are designed for attorneys and their clients who want a fast, paperless, and stress-free experience managing estate assets. Our revocable trust accounts help clients manage assets during their lifetime with 24/7 access and no physical paperwork. Our estate accounts simplify the process of paying creditors and distributing assets after death — all online, with no branch visits. Whether you're planning ahead or settling an estate, our digital tools are built to support you every step of the way.
With over 15 years in the financial services industry, I specialize in helping estate planners and their clients navigate the estate banking process with confidence and ease. As the probate & trust account executive at Quorum Federal Credit Union, I partner with professionals nationwide to deliver tailored account solutions that simplify probate and trust administration. Previously, I led the development of a business deposits department at Rio Grande Credit Union in Albuquerque, NM. My background in relationship management, educational outreach, and financial strategy allows me to bring a unique perspective to estate banking — one that prioritizes clarity, efficiency, and client advocacy.
Fast. Simple. Convenient. We believe estate banking should be stress-free. That’s why our Probate Express platform is 100% online — no bank visits, no paperwork, no hassle. Just secure, easy-to-use accounts that support your legacy.
Quorum Federal Credit Union is a fully digital credit union with over 90 years of experience. We recognized a growing need for safe, remote, and efficient estate banking solutions, and created Probate Express to meet that demand.
Our revocable trust accounts allow clients to manage assets during their lifetime with full digital access. Our estate accounts support executors and attorneys in settling estates — from paying creditors to distributing assets — all without stepping into a branch. With 24/7 access, paperless processing, and nationwide availability, we’re redefining estate banking for the digital age.
Certifications
Education
B.A. in Business Administration, University of New Mexico
- Digital Revocable Trust Accounts
- Digital Estate (Probate) Accounts
- Remote Banking solutions
- Small Estate Accounts in the following states:
- CA
- OR
- IL
- TX
- AZ
- NV
- WA
- CO
- FL
We proudly serve clients in all 50 states.
Years In Business
- 92
Service Areas
- Purchase, NY
- Greater NY
- All 50 States
Languages
- English
- Spanish
We created Probate Express to offer a modern, accessible alternative to traditional estate banking — eliminating in-person appointments, hidden fees, and outdated systems.
No. All documents are uploaded digitally during the application process.
With complete documentation, accounts are typically opened within 24 hours.
Yes. Our estate accounts allow you to send ACH payments or physical checks to creditors.
Yes. Probate Express is available in all 50 states and accessible from any device.
Deposits can be made via ACH, mobile deposit, or Shared Service Centers.
To comply with the Patriot Act, we verify identity through a soft credit check that does not affect your score.
Yes, we can use a small estate affidavit to open accounts in the following states: CA,OR, IL, TX, AZ, NV, WA, CO, FL.
Address
Purchase, NY
Travel Preferences
I support clients virtually (phone/internet)
Not the right fit?
We'll personally connect you with someone trusted.
Not the right fit?
We'll personally connect you with someone trusted.