Estate Planning

Effective estate planning is designed to help you manage and preserve your assets while you're alive, and to conserve and control their distribution after your death.

The Basics

Your age, health, wealth, lifestyle, life stage, goals and many other factors determine your particular estate planning needs.

The fundamental elements of an estate plan include:

  • Will: Specifies the method for management and distribution of your assets after your death.
  • Power of Attorney: Authorizes another person to act in legal or financial matters on your behalf.
  • Living Will: Details wishes for medical treatment when you're no longer able to express informed consent.
  • Trust: Defines how money and property will be handled for children and other beneficiaries; managed by a trustee.

A good plan can relieve your family of burdens, reduce family conflicts and prevent your heirs' assets from being mismanaged. It can also help you avoid probate court, prevent court conservatorship and minimize estate taxes.

Through our partnership with Members Trust Company, they can work with you and your attorney to help you set up a comprehensive legal plan, including wills, living trusts, durable power of attorney and advance medical directives.

Plan and prepare for the future.

Call 1-855-358-7878, email or visit Members Trust Company for assistance.

Navy Federal Financial Group

877-221-8108 -
820 Follin Lane SE, Vienna, VA 22180

Nondeposit investment and insurance products offered through Navy Federal Financial Group, LLC, (NFFG) an insurance agency and wholly owned subsidiary of Navy Federal Credit Union, Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. Office of Supervisory Jurisdiction, 820 Follin Lane SE, Vienna, VA 22180; phone 1-877-221-8108. Insurance sold through licensed Insurance Representatives of various companies.

Image used for representational purposes only; does not imply government endorsement" (per 32 CFR 705.13).

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