Trust Administration

Make sure your hard work pays off for the people and organizations that matter most.

Having a trust gives you more control over how your finances are distributed and utilized in the future. We'll help you manage that plan.

Rely on experienced professionals

Access our team's expertise to manage a trust that aligns with your goals.

Clearly define your wishes

You set the rules about how your wealth and assets are distributed.

Provide peace of mind

Good planning today eliminates stress and worry for you and your loved ones.

When you're considering a trust, you're dealing with some of the most important matters in your life — your family, friends, and organizations you support. Managing those priorities and providing for those people and causes require precise planning. Working with our team ensures your generosity benefits people well into the future. Here's how we help:

  • Working with you to implement your wealth-transfer plan
  • Managing assets during your life, and after
  • Expertly handling the intricacies of special needs trusts
  • Working closely with the grantor and their beneficiaries
  • Providing investment and trust expertise
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