Why Should I Consider Navy Federal for Trust, Will and Estate Management Services?
Planning ahead for your loved ones’ future is a huge deal. It’s how you protect and manage your assets, make sure your heirs won’t overpay taxes, and ensure your wishes are honored. When it comes to your trust, will and estate, our partners are ready to serve you.
Our Partners in Service
What is a trust, and when would I need one?
A trust can give you more control, provide more flexibility, help you reach charitable goals and—depending on the type of trust—help save on estate taxes. Trusts can relieve heirs of the burden of managing assets. They can also spell out conditions heirs must meet before assets are transferred to them.
Is a will right for me?
While trusts can give you more control and flexibility, they don't replace wills. A will can help you name beneficiaries, distribute personal property and, if you have children under the age of 18, name their guardians.
Nondeposit investment and insurance products are offered through Navy Federal Financial Group, LLC, (NFFG) and through its subsidiary, Navy Federal Investment Services, LLC (NFIS), a member of FINRA/SIPC and an SEC registered investment advisory firm. Brokerage and advisory products are offered through NFIS. 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.
Trust and Will documents and services are made available to Navy Federal members through Trust & Will. Navy Federal is in no way responsible for any products or services provided by or through Trust & WIll or their affiliates, subsidiaries, and company partners. Navy Federal Financial Group enables this program to be offered and is entitled to compensation from Trust & Will. Trust Services available through MEMBERS Trust Company. 1-855-358-7878.