Let us help you achieve your
financial and retirement goals.
If, at your death, you have assets in your name only, those assets must first go through the legal process called probate before they can be distributed to your beneficiaries. Rather than burden a family member or friend, you can appoint MEMBERS® Trust Company as executor or personal officer in your will to handle the probate.
Designating MEMBERS Trust Company as your executor could provide peace of mind. MEMBERS Trust also offers:
- Many years of experience
- Professional asset management
- Highly skilled and trained team
- Reliable and regulated
- Reasonable fees
For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.
CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.