Why Appoint a Corporate Trustee / Executor?
- Preserve family harmony
- You or your spouse have children from a former marriage or relationship
- You have children or a loved one with special needs
- You have a distant or no relationship with your children
- You have financially inexperienced loved ones
- You want an advance plan for incapacity
- You want a specific plan for your incapacity
Managing a trust requires knowledge of complex legal and subject matters including, but not limited to trust administration, estate settlement, federal estate and income taxation, property law and wills and estates.
The MEMBERS Trust Company method to managing a trust is to utilize a team approach, with members compromised of credentialed professionals with legal and investment experience. Their team of fair and objective legal and investment professionals have an obligation to act in the best interest of your beneficiaries and are regularly audited to ensure proper trust administration.
*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.
*Trust services are provided by MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency, Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC, or any other governmental agency, and are subject to investment risks, including possible loss.