Trust & ESTATE Services

We empower credit unions to grow their wealth management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all focused on helping every client realize their financial aspirations.

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

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

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

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

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

A Will is Not the Only Way

We know that while you can’t predict the future, you can prepare for it. Plan ahead for incapacity with a Revocable Living Trust, a legal document that—unlike a will—does double duty: setting forth how you want your assets managed and distributed upon your death and in the event of your incapacity. This way, if you’re ever unable to manage your own finances, a court doesn’t need to get involved to appoint someone to manage your financial affairs.

Benefits of a Trust

Avoids probate, sometimes costly and time-consuming court proceedings held to oversee the collection, appraisal and distribution of your assets.
Ensures you receive proper care and financial affairs are in order if you become incapacitated.
Prevents beneficiaries from squandering their inheritance.
Protects you from potential elder financial abuse.
Preserves family harmony when administered by a corporate trustee who is objective and staffed with legal and investment professionals whose legal duty is to act in the best interest of your beneficiaries.

Corporate Trustee

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

We help those who…

Want to preserve harmony in their family
Have a loved one with special needs
Have children from a former marriage
Have no or distant children
Have financially inexperienced loved ones
Want to plan ahead for incapacity

Benefits of a Corporate Trustee

During your lifetime, you serve as the trustee of your trust, provided you have mental capacity. You must also designate a back-up trustee, who—upon your death or incapacity—must step into your shoes and manage trust assets for your benefit or that of your loved ones. You can choose almost anyone to serve as your back-up trustee - a family member, a friend, an accountant or a corporate trustee, like Members Trust Company.

Your Best Interest Is What We Do Best

Members Trust Company can partner with you in various ways to minimize your risk and maximize your peace of mind: serving as trustee; acting as investment manager; functioning as custodian and bookkeeper; acting as the administrator; and serving as co-trustee with you. Our Trust Transfer Service offers you access to attorneys and investment officers to review your trust. We analyze trust provisions, investments and current administration to help determine whether a change in trustee is in your best interest. We will contact your bank or trustee, prepare the necessary documents to make the transfer and keep you informed throughout the entire process.

Our promise and mandate is to act in our clients’ best interest, always.