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Trust, Will and Estate Management

Trust, Will and Estate Management

Ensure your assets and estate are protected.

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

Trust and Estate Plan Management

Members Trust Company will work with you to help manage your trust and estate plan.

Get Started managing your trust and estate plan

Trust & Will Creation

Trust & Will can help you create a trust and will to clearly outline your distributions and designations.

Get Started managing your trust and estate plan

FAQs

Not sure where to begin with estate planning? Here are some important questions to consider to help protect your legacy and your family's financial future.

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.

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.

Members Trust and Trust & Will are our exclusive partners and have teams of experienced trust services professionals whom can help you put the tools in place to plan for your family’s future.

Disclosures

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.