CEFCU Financial Service

Let us help you achieve your

financial and retirement goals.

Living Trust Management

A living trust can be arranged anytime during your life. Living trusts are an excellent way to avoid the cost and hassle of probate (court process following a person's death).

The property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee — the person you appoint to handle the trust after your death — simply transfers ownership to the beneficiaries you named in the trust.

They also:

  • Are set up and funded with property and investments during your life.
  • Are controlled by you, when you name yourself as trustee of the trust.
  • Allow trust property to pass, at your death, directly to beneficiaries named in the trust document without probate. A living trust can also continue for beneficiaries after your death.
  • MEMBERS® Trust Company can be designated as your successor trustee and step in at your death or incapacity to transfer ownership to your beneficiaries.

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.