How to Be a Trustee and Executor

In this seminar you will learn about:

  • What type of estate plan you may need
  • How to choose an Executor or Trustee
  • What duties are expected of an Executor or Trustee

Upcoming Seminar Times

Wednesday, February 21st at 10:00 AM Pacific Time
Thursday, February 22nd at 12:00 PM Pacific Time

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How to Be a Trustee

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Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products 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 principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

The information provided by this website and our Trust Services Department is not intended to constitute legal or tax advice regarding your situation; it is for informational purposes only. For legal or tax advice, please consult your attorney and/or accountant.