IRA Beneficiary Trust & Customized Beneficiary Designation

Members Trust Company recognizes that boilerplate beneficiary designations may not meet the needs of your clients. With an IRA comprising the largest asset for many families, integrating an estate plan with IRAs held by your clients becomes very important to achieve their wishes and goals. We will collaborate with you and together will accept a customized Beneficiary Designation drafted by you or an IRA Beneficiary Trust.