Trust Services

Protect your legacy with professional trust and estate planning through Members Trust Company.
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Achieve Your Financial Goals

Trusts give you the opportunity to achieve your personal, financial, and legacy goals. Our team focuses on getting to know you and your story so we can work to grow, preserve, and protect your life's assets for you and your loved ones.

Expert Trust Administration

A trust can help you with saving on estate taxes, minimizing probate, and avoiding court-appointed guardianship. We also provide professional investment management, asset management, and ensure your personal wishes are accomplished after your passing.

Trust Planning Benefits
  • Minimize probate costs and avoid lengthy court processes for your beneficiaries 
  • Prevent court-appointed guardianship by selecting trusted individuals in advance 
  • Professional asset and investment management to help grow and preserve your wealth 
  • Ensure your personal wishes are honored after your passing with proper documentation 

Trust Service Options

Explore our trust administration services designed to meet your estate planning needs.

Trust Services¹

Disclaimer
¹Trust services provided by MEMBERS Trust Company.  Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. 
Service Type Key Benefits Ideal For
Revocable Living Trust Maintain control, avoid probate Flexibility during lifetime
Irrevocable Trust Tax benefits, asset protection Estate tax reduction
Special Needs Trust Preserve benefits eligibility Beneficiaries with disabilities
Executor Services Distribution of assets Families with no executor options
Common Questions About Trust Planning

Trust Services Questions

Get answers to frequently asked questions about establishing and managing trusts through Members Trust Company.

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