Trustee Services

Appointing a qualified trustee ensures a smooth transition of asset management from one person to another in the event of death or other circumstances.

The Basics

A trustee is someone you can appoint to manage your financial affairs if you are unable to do so. The trustee is responsible for using the trust property for the benefit of the trust beneficiaries according to the terms of the trust document. If those duties are breached, the trustee can be held personally liable.

Choosing a Trustee

Depending on your needs, you may select a single trustee or multiple trustees. Who you name depends on the type of trust you establish and your individual needs and goals.

Whomever you choose should be capable of administering the trust according to the terms of the trust document. In addition to the willingness to serve as trustee, the person or institution selected may need to have investment experience and good record-keeping abilities. Having a trustee who relates well with the beneficiaries and is sensitive and flexible regarding their changing needs is also important.

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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