Choosing Your Trustee and Executor

In this webinar we will discuss:

  • Preservation of family harmony
  • Considerations for blended families
  • Children or loved ones with special needs or substance use disorder
  • Financially inexperienced loved ones
  • A plan for incapacity

Upcoming Seminar Times

Tuesday, July 16th at 10:00 AM Pacific Time
Wednesday, July 17th at 10:00 AM 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.