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Trusted guidance. Professional oversight. Peace of mind.
Choosing the right trustee or executor is a critical part of protecting your legacy. A professional trustee executor provides experienced, objective administration helping ensure your wishes are carried out smoothly while reducing stress for your loved ones.
Why choose a professional trustee executor?
A professional trustee executor can be especially helpful when:
- Preserving family harmony is a priority
- An unbiased third party is needed to administer the trust
- Beneficiaries may need additional financial guidance or oversight
- Your plan involves blended families, special needs planning, or long term incapacity considerations
Professional trustees and executors bring experience in trust administration, asset management, recordkeeping and beneficiary communications so nothing is left to chance.
How we can help.
We partner with Members Trust Company to provide professional trust and executor services to our members. Trustees and executors have legal duties to act in the best interests of beneficiaries, including:
- Communicating with and notifying beneficiaries
- Collecting and safeguarding trust and estate assets
- Managing investments and maintaining accurate records
- Providing ongoing trust and estate accounting and administration
Meet the partner behind our trust services.
Since 1987, Members Trust Company has provided trust and investment services to credit union members and private clients nationwide. Members Trust Company is supervised by the Office of the Comptroller of the Currency (OCC), a federal banking regulator.
Legacy & Estate are provided through a partnership with 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 Firefighters First Credit Union, are not insured by the NCUA or any government agency and may involve investment risk, including possible loss of principal. Tax Services and Insurance Services are affiliated entities. This information is for educational purposes only and is not intended to provide legal or tax advice. Consult your attorney or tax professional for guidance specific to your situation.