Estate & Life Planning

Estate planning is about more than just your will. It's about making sound decisions and using the right tools to ease the personal burden that unforeseen life events can bring.

The Basics

Estate and trust laws establish the legal right to develop financial plans that address the security risks triggered by life's unforeseen events. MEMBERS Trust Company will partner with you and your attorney to develop a comprehensive estate plan that keeps your loved ones front of mind. If you need an attorney, then our staff can provide recommendations.

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

An estate plan includes the following:

  • Will: Specifies the management method for asset distribution upon your passing
  • Power of Attorney: Authorizes someone to act on your behalf in important matters
  • Living Will: Details your wishes for medical treatment when you're incapacitated
  • Trust: Defines how assets are managed and by whom, with beneficiaries in mind

Plan and prepare for the future.

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

Nondeposit investment and insurance products are offered through Navy Federal Financial Group, LLC (NFFG) and through its subsidiary, Navy Federal Brokerage Services, LLC (NFBS), a member of FINRA/SIPC and an SEC registered investment advisory firm. Brokerage and advisory products are offered through NFBS. These products 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. 1-877-221-8108. Trust Services available through MEMBERS Trust Company. 1-855-358-7878.

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

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