Estate Settlement

When the time comes, we can offer compassionate, professional assistance.

Settling an estate can be complicated and stressful, especially when you try and go it alone. At TCU, we can reduce your family's burden by handling the many complex tasks involved.

Given the range of emotions that can arise during estate settlement, it can be a comfort knowing that we will do everything possible to guide your family through this difficult process. Our experienced team will work closely with your accountants, attorneys and other professionals to make sure your (or your loved one’s) plan is executed according to your wishes.

Trustee services provided by experienced professionals
Tax-efficient solutions for even the most complex estates
Timely collection, valuation and distribution of assets
Court administration services
Monitoring of taxes and other expenses
Preparation of estate, inheritance and income tax returns
We can also act as a corporate trustee

Disclaimer

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.

Estate Settlement

When the time comes, we can offer compassionate, professional assistance.

Disclaimer

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