Dort Financial Credit Union
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My mother recently passed away after a three-week hospitalization in critical care. My father passed away in 2019 and had one account with his name on it and my mom as the beneficiary.
My mother brought in my father's death certificate, but they never scanned it, just "made a note on the account." In 2022, she formed a Family Trust and put it on record with Dort—they still did not scan the death certificate or change my father's account.
Then, when I came to the branch in December of 2025 as my mother's POA and stated that she was in critical condition, they asked me to bring in my father's death certificate AGAIN, which I did. For the third time, nobody made the effort to say the account ownership needed to be changed to my mother's Trust, nor did they change it.
If representatives at Dort Financial had informed my mother in 2019 or 2022 (or me in December of 2025 as her POA) at the proper times when we brought in certificates of death for my father to the credit union, I would have been able to grieve my mother's passing properly. Instead, I spent the next six weeks emailing and mailing notarized forms back and forth (55 total emails—I counted them—that lady was the ONLY person who showed even a shred of understanding), before they finally released the funds. This should have been handled immediately, per my mother's trust instructions.
The other thing they did was revoke all online access to my mother's accounts when I came in with the POA paperwork. The "legal team" said that it didn't state that I had "online or digital access" to her accounts. I pointed out the line that said "ALL banking privileges" and asked, "What does ALL mean?" They told me it didn't matter and shut down access to her accounts, even though I live in South Carolina. This caused major issues in itself because I couldn't tell which account money was being pulled from when I was paying my mother's bills. Then they had the nerve to charge NSF fees even though the money was there, just in a different account.
I have never had such a horrendous experience with a bank or credit union. My parents had been members for more than 50 years—you would think that would mean something. If you have a trust, choose ELGA—they were the ONLY bank that handled my mother's Trust correctly and professionally.
My mother brought in my father's death certificate, but they never scanned it, just "made a note on the account." In 2022, she formed a Family Trust and put it on record with Dort—they still did not scan the death certificate or change my father's account.
Then, when I came to the branch in December of 2025 as my mother's POA and stated that she was in critical condition, they asked me to bring in my father's death certificate AGAIN, which I did. For the third time, nobody made the effort to say the account ownership needed to be changed to my mother's Trust, nor did they change it.
If representatives at Dort Financial had informed my mother in 2019 or 2022 (or me in December of 2025 as her POA) at the proper times when we brought in certificates of death for my father to the credit union, I would have been able to grieve my mother's passing properly. Instead, I spent the next six weeks emailing and mailing notarized forms back and forth (55 total emails—I counted them—that lady was the ONLY person who showed even a shred of understanding), before they finally released the funds. This should have been handled immediately, per my mother's trust instructions.
The other thing they did was revoke all online access to my mother's accounts when I came in with the POA paperwork. The "legal team" said that it didn't state that I had "online or digital access" to her accounts. I pointed out the line that said "ALL banking privileges" and asked, "What does ALL mean?" They told me it didn't matter and shut down access to her accounts, even though I live in South Carolina. This caused major issues in itself because I couldn't tell which account money was being pulled from when I was paying my mother's bills. Then they had the nerve to charge NSF fees even though the money was there, just in a different account.
I have never had such a horrendous experience with a bank or credit union. My parents had been members for more than 50 years—you would think that would mean something. If you have a trust, choose ELGA—they were the ONLY bank that handled my mother's Trust correctly and professionally.
Product: Dort Financial Credit Union Checking
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