Get Started with the Legacy Planning Process

Leaving a legacy for your loved ones is about more than just money. It’s about taking stock of your needs and that of your loved ones. It’s about defining how you want your life’s work and hard-earned assets to continue to benefit the people and charities that are important to you. It’s about setting forth a clear plan in order to promote family harmony after you’re gone.

At Members Trust Company, we understand it can be difficult to know where to start and we’re here to help. That’s why we created the brief questionnaire below. By answering just a few questions, you can gain insight into your needs and uncover issues you may want to consider in creating your legacy plan.