Because we’re owned by credit unions, Members Trust Company offers investment and trust services with “Main Street” member-centric values…even for non-credit union clients. This means we pick up the phone when they call, we treat them like family, and that doing the right thing is more than our thing, it’s our mandate.

Which is why we offer a low trust account minimum of $250,000.

Some of the Ways We Can Help Grow Your Practice:

• We hire drafting attorneys to help with administering trusts
• We pay you market rates
• We provide marketing support with brochures, videos, social media, etc.
• We administer Special Needs Trusts, Spendthrift Trusts, QTIP Trusts, and more
• We can serve as the Attorney in Fact under a Financial Power of Attorney
• We are respectful and responsive to your clients
• We do the heavy lifting involved with administration and bear fiduciary responsibility.
• With our Main Street values comes Wall Street expertise without the ego and high fees

Podcast:

Listen to Kathleen Miller, Vice President and Senior Trust Officer for Members Trust Company, and Kevin Stemple, a partner with Fairfax, Va.-based Yates, Campbell & Hoeg as they explain the symbiotic relationship between estate planning attorneys and trust companies.

Listen to How Trust Companies and Attorneys Forge Relationships to Better Serve Clients

Download our Trust FAQs brochure:

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Who is Members Trust Company?

Our mission is to help credit union members and private clients protect their hard-earned assets, achieve their financial aspirations and ensure their financial legacy thrives.