Download our Recommended Trust Language for use with your clients.

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Say Hello To the Best Practice in Growing Your Practice.

Members Trust Company was formed to provide investment management, trust administration and estate settlement services to credit union members and private clients with estates large and small—delivering objective advice, competitive results and the personal attention everyone deserves, including you. With over $3.7 billion in assets and partnerships with credit unions all over the country, you can trust Members Trust Company to grow your practice while meeting the needs of your clients.

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Tr  st Us. We've Got U.

  • Meet underserved needs
  • Expand your referral network
  • Enhance your value proposition
  • Boost revenue

Estate Plans: What You Need To Know

An estate plan defines who you want to manage or receive your assets in the event of your incapacity or death. Did you know that “estate” is a Middle English word derived from the Latin term for status? Since the 13th Century, this archaic word has been used to describe a person’s social standing or […]

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Get Started

If you have clients aged 50+ with liquid assets of $150K+, our referral network can work as hard as you do. Please complete this form to start the intake process.

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