Your Clients’ Best Interest is What We Do Best.

We know that it’s never easy to talk about, but we’re here to make it as easy as possible. Members Trust Company offers the following services to support you, your business, and to ensure your clients’ financial legacies thrive.

Estate Services at Your Service

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Executor/Personal Representative

Spare your clients’ loved ones from coping with the complexities of the probate process by designating Members Trust Company as executor or personal representative to administer and settle their estate, ensuring the smooth transfer of their hard-earned assets.

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Agent for Trustee

Serving as an individual trustee is time-consuming and can be overwhelming, particularly when dealing with the loss of a loved one. Designate Members Trust Company as your client’s Agent and reduce their burden, so that they’re not alone in navigating legally complex details or initiating difficult family conversations.

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Attorney in Fact

For clients with no children or children located in distant places, Members Trust Company can serve as financial power of attorney to manage their affairs if they are no longer able to do so, protecting them against the potential for elder abuse and providing peace of mind for their loved ones.

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If a client has a loved one who is no longer able to manage his or her own finances, the court must get involved to appoint a guardian or conservator to act on his or her behalf. Members Trust Company can fill this role to manage finances and care, as well as family dynamics.

I’m interested in learning more about partnering with Members Trust Company to offer estate services to my clients.