Trust Services
Protect your legacy with professional trust and estate planning through Members Trust Company.
Achieve Your Financial Goals
Trusts give you the opportunity to achieve your personal, financial, and legacy goals. Our team focuses on getting to know you and your story so we can work to grow, preserve, and protect your life's assets for you and your loved ones.
Expert Trust Administration
A trust can help you with saving on estate taxes, minimizing probate, and avoiding court-appointed guardianship. We also provide professional investment management, asset management, and ensure your personal wishes are accomplished after your passing.
Trust Planning Benefits
- Minimize probate costs and avoid lengthy court processes for your beneficiaries
- Prevent court-appointed guardianship by selecting trusted individuals in advance
- Professional asset and investment management to help grow and preserve your wealth
- Ensure your personal wishes are honored after your passing with proper documentation
Trust Service Options
Explore our trust administration services designed to meet your estate planning needs.
Trust Services¹
| Service Type | Key Benefits | Ideal For |
|---|---|---|
| Revocable Living Trust | Maintain control, avoid probate | Flexibility during lifetime |
| Irrevocable Trust | Tax benefits, asset protection | Estate tax reduction |
| Special Needs Trust | Preserve benefits eligibility | Beneficiaries with disabilities |
| Executor Services | Distribution of assets | Families with no executor options |
Common Questions About Trust Planning
Trust Services Questions
Get answers to frequently asked questions about establishing and managing trusts through Members Trust Company.
How long does the trust administration process take?
Timeline varies based on trust complexity and asset types. Simple trusts may be established in weeks, while complex estate plans require more time. Our advisors guide you through each step efficiently.
What happens to my trust if I relocate to another state?
Most trusts remain valid across state lines, though administration requirements and tax implications vary by state. Our advisors help review and update documentation to ensure compliance with your new state's laws.
How does 3Rivers provide trust services as a credit union?
Trust services are provided through Members Trust Company, a specialized trust services organization. Our partnership ensures professional trust administration while maintaining 3Rivers' member-focused values.
Who should consider establishing a trust?
Anyone wanting to avoid probate, maintain financial privacy or needs financial assistance, control asset distribution, reduce estate taxes, or protect assets for beneficiaries should explore trust options with our experienced advisors.
Can I make changes to my trust after it has been established?
Revocable living trusts can be modified, amended, or dissolved anytime during your lifetime. Irrevocable trusts are permanent by design but may allow limited modifications under specific circumstances.
How much does it cost to establish a trust?
Trust establishment costs vary based on estate complexity and asset types. Schedule a complimentary consultation with our team to discuss your specific situation and receive transparent pricing details.
What is the difference between a will and a trust?
A will takes effect only after death and requires probate court. A trust avoids probate, maintains privacy, and lets you control asset distribution during your lifetime and after passing.
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