Appropriate planning ensures your requests are met and your peace of mind established.

Work with an experienced team to ensure your estate plan provides for everyone and everything important to you.

Trust our experience

Receive personalized service and guidance from an experienced estate-planning professional.

Collaborative effort

We work with your attorney to help develop your customized estate plan.

Analysis and strategy

We review your current estate plan and recommend ways to improve it.

Estate planning is a more complex wealth-transfer plan than a will. Consider how you, your family, and your favorite organizations can benefit from a detailed plan that defines asset management today and how those assets are distributed upon your passing. We take the time to understand your short-term objectives and long-term goals as we work together with your attorney to develop your estate plan.

This information is not designed, meant, nor does it constitute the rendering of legal or tax advice. You should consult with your attorney and/or tax advisor before implementing any strategy discussed here. Trust services provided by MEMBERS Trust Company are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principle. MEMBERS Trust Company is a federal thrift regulated by the Office of the Comptroller or the Currency.


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Routing Number | 271291826