SECU Trust Services has trust representatives available statewide to discuss a range of trust and estate planning topics, including the Corporate Trustee and Executor Services offered through Members Trust Company. For more information, contact your local branch or call (833) 599-7328 and ask to speak with a trust representative.
Everyone needs an estate plan
Establish your plan now to help protect you and your loved ones from the uncertainties of the future.
Important estate planning documents
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Birth or adoption of a child or grandchild
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Marriage or re-marriage
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Divorce or separation
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A move to a new state or country
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Death of a family member
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Serious illness or injury
Services we offer
If you need estate planning guidance or services, SECU partners with Members Trust Company to make these fiduciary services available to members.
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Take control
Take control of what happens to your belongings, money, and property by making your wishes known and putting people you trust in charge of handling things for you.
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Plan ahead for incapacity
Estate planning allows you to choose who you would want to manage your financial and legal affairs, as well as make health care decisions for you if you become unable to make decisions and communicate for yourself.
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Make guardianship nominations
Who would you want to take care of your children if you were no longer here? Do you want a say in who that person might be? An estate plan allows you to name your desired guardian for minor children.
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Minimize family conflict
Reduce the chance of conflict or uncertainty by spelling out your wishes in advance. Naming an unbiased corporate trustee and / or executor can also help reduce potential family disagreements.
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Protect your loved ones
Whether you have children from a previous relationship, a loved one with special needs, or a beneficiary who may not act responsibly with inherited money, an estate plan lets you help ensure their needs are provided for according to your wishes.
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Express your desires for end-of-life care
Many of us have strong feelings about end-of-life care. An estate plan with a health care power of attorney and living will lets you make your wishes known in advance and helps to relieve some of the burden from your loved ones at what is often a very difficult time.
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Provide peace of mind
Estate planning provides peace of mind that comes from knowing your loved ones are provided for and your affairs are in order. You also have the flexibility to make changes as needed to reflect all of life's changes.
