Members Trust Company has partnered with LegacyShield to bring you a digital tool to help you build an estate plan and ensure your loved ones are provided for when you’re gone.
As a valued partner of Members Trust Company and early adopter of Link, the first 1MM users across Members Trust Company’s partner network will receive an account free of charge.
With a Link account, you can build a free Basic Estate Plan, which includes a last will & testament, financial power of attorney, healthcare directive, HIPAA privacy release, letter of intent to return, and direction guides.
To fulfill more complex planning needs, there are two additional options, both of which include an attorney’s review:
Revocable Living Trust: includes trust, certification of trust, community property agreement, pour-over will, comprehensive transfer form, financial and healthcare power of attorney, healthcare directive, HIPAA privacy release, letter of intent to return, direction guides just $650.00
Complex Trust: pass-through cost of the attorney selected by you
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. (The footer already has the above disclaimer)