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.
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