Trust Administration

Make sure your assets end up where you want them.

Provide for your family. Support a favorite charity. No matter what your reasons for setting up a trust, we will make sure your wishes are carried out.

At TCU, we understand when you set up a trust, it often involves matters that are close to your heart. That's why we make managing them a high priority. Our experienced professionals will go the extra mile in making sure the people you love or the organizations you admire fully benefit from your generosity.

Work with you to implement your wealth-transfer plan
Manage assets during your life, and after
Expertise in handling the intricacies of special needs trusts
Work closely with the grantor and their beneficiaries
Provide investment and trust expertise

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.

Trust Administration

Make sure your assets end up where you want them.

Disclaimer

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