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Trust & Estate Services

At Members Trust Company, we offer trust and estate planning services to credit union and non-credit union members nationwide. Our team is committed to ensuring that your financial legacy thrives. In accordance with the fiduciary standard, we have a legal duty to act in your best interest.

Your peace of mind is always on our mind.

We’re proud of the way we help our clients plan ahead, even through unique circumstances. As trustee or co-trustee, we’ll administer your trust according to your terms, communicate often with beneficiaries, collect, appraise, and distribute assets, file taxes, and more.

We help those who…

WANT TO PRESERVE FAMILY HARMONY
HAVE A LOVED ONE WITH SPECIAL NEEDS
HAVE CHILDREN FROM A FORMER MARRIAGE
HAVE NO/DISTANT KIDS
HAVE FINANCIALLY INEXPERIENCED LOVED ONES
WANT TO PLAN AHEAD FOR INCAPACITY

A Will is Not the Only Way.

We know that while you can’t predict the future, you can prepare for it.

A will defines your final wishes, but a trust covers you in the event of incapacity or death. Trust documents represent how, when, and to whom you want your assets distributed, no matter the size of your estate. Both are essential parts of a comprehensive estate plan.

Trusts established during your lifetime grant you control over your assets and help you prepare for the future. In the event of incapacity, your trust will ensure that you receive the care you need. It will allow you to set specific guidelines about the management of your assets, giving you peace of mind that you and your family will be protected.


Benefits of a Trust:

  • Customizable to support the different needs of spouses, children, charitable organizations, and others
  • Protects your loved ones from financial abuse
  • Takes effect upon incapacity, not just death
  • Preserves family harmony
  • Avoids probate and maintains privacy

LEARN MORE ABOUT TRUSTS VS. WILLS

Trust & Estate Services at Your Service

Corporate Trustee

Corporate Trustee

Our team of fair and objective legal and investment professionals have an obligation to act in the best interest of your beneficiaries, and we’re regularly audited to ensure proper trust administration.

Executor / Personal Representative

Executor/Personal Representative

If you pass away without a will, you may be subject to probate. Instead of enduring the lengthy court process, we can settle your estate and distribute your assets to beneficiaries.

Guardian / Conservator

Guardian/Conservator

For those who can no longer manage their finances and care, we can fill the role of guardian or conservator.

Co-Trustee

Co-Trustee

By naming us as corporate trustee along with an individual trustee, trusts can have both professional management and decision-making input from family.
 

Agent for Trustee

Agent for Trustee

Serving as trustee can be time-consuming and overwhelming. We’re here so you’re not alone in navigating legally complex details or difficult family conversations.

Attorney in Fact

Attorney in Fact

If you have no children or children in distant places, we can serve as your financial power of attorney to protect you from elder abuse.

Though we do not offer drafting services, we can connect you to an estate planning attorney in your area. For more information, Contact Us.

Credit Union Partners

Let’s work together.

Since 1987, Members Trust Company has been guided by the strength and values of America’s Credit Unions, allowing us to walk that extra mile for your clients—big or small—with the operating practices you would expect from a national fiduciary.

By working with us, you can:

  • Help clients set estate planning goals and meet an underserved need
  • Add an extra line of revenue that competes with no other products
  • Improve retention by establishing relationships with your clients’ families
  • Become a more valuable advisor in the industry
  • Get connected with local attorneys your area

Interested in being listed on our attorney referral network? Contact Us

Your Goals are Our Priority.

Our dedicated team is standing by so we can reach them together.