A Will is Not the Only Way

We know that while you can’t predict the future, you can prepare for it. Plan ahead for incapacity with a Revocable Living Trust, a legal document that—unlike a will—does double duty: setting forth how you want your assets managed and distributed upon your death and in the event of your incapacity. This way, if you’re ever unable to manage your own finances, a court doesn’t need to get involved to appoint someone to manage your financial affairs.

A Little Trust Goes a Long Way

Avoids probate court proceedings

Ensures you receive proper care and financial affairs are in order if you become incapacitated

Prevents beneficiaries from squandering their inheritance

Protects you from potential elder financial abuse

Preserves family harmony with a corporate trustee who is objective and and staffed with legal and investment professionals who have a legal duty to act in the best interest of your beneficiaries

Who Needs a Trust

Those preserving family harmony

Those with a loved one with special needs

Those with children from a former relationship

Those with irresponsible loved ones

Those planning for incapacity

Those with no/distant kids

Your Peace of Mind is Always on Our Mind

During your lifetime, you serve as the trustee of your trust, provided you have mental capacity. You must also designate a back-up trustee, who—upon your death or incapacity—must step into your shoes and manage trust assets for your benefit or that of your loved ones. You can choose almost anyone to serve as your back-up trustee – a family member, a friend, an accountant or a corporate trustee, like Members Trust Company.

What Does a Trustee Do?

Benefits of a Corporate Trustee

Objectivity. A corporate trustee has the emotional sensitivity to handle legal and financial matters and communicate to beneficiaries effectively.

Family Harmony. A corporate trustee is fair, objective and staffed with legal and investment professionals who have an obligation to act in the best interest of your beneficiaries.

Peace of Mind. A corporate trustee is regularly audited to ensure the appropriate policies and procedures are in place for proper trust administration.

Learn More by Downloading our Brochures.

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Who is Members Trust Company?

Founded in 1987 by America’s Credit Unions for credit unions, their members and the general public, Members Trust Company is the first national trust and investment firm providing financial stewardship, investment and trust services with “Main Street” member-centric value and values… even for non-credit union accounts. Our sole mission is to help you protect your hard-earned assets, achieve your financial aspirations and to ensure your financial legacy thrives, which is where the Wall Street expertise comes in. Our team of investment professionals has been continually recognized in the industry as innovators and subject matter experts in trust and investment solutions, big and small.

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Disclaimer: Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment 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. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3221097.1-0820-0922