At America First, our top priority is your financial well-being, and that care continues even after you've passed on. To help achieve your monetary objectives, we proudly offer a full range of Trust & Estate Planning services, including superior guidance for developing your estate plan and careful assistance in ensuring your personal wishes are carried out correctly.
Our advisors understand the complexity of administering Trusts. We’ll make certain all legal, tax, and administrative matters are managed professionally and efficiently. We’ll also distribute assets in accordance with your plans when the time comes.
If you want to preserve family harmony and eliminate the possibility of conflict over your assets, naming someone other than your heirs as successor trustee makes sense. Appointing us can provide beneficiaries continuity as they transition through life changes and work toward securing their own financial future. Additional benefits of a professional trustee include:
Trust services are provided with Members® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. If you would like to nominate America First as your local executor and successor trustee, please name us in your documents as Members Trust Company, with offices at America First Credit Union.
Estate planning can be complex, and our professional team is here to help you navigate the entire process. America First Trust Advisors will give you personalized assistance, answer your questions, and guide you to solutions that best fit your specific situation.
For members with smaller estates, we’ve also partnered with TrustAndWill.com to provide the option of fast & easy online planning from comfort of your own home. The following questions can help you decide which route to take:
If you answered yes to any of the above, contact a Trust Officer at America First for a consultation and introduction to an estate planning attorney in your area.
If you answered yes to the questions above, you may consider using Trust & Will.com, an online DIY tool, to create your own estate plan.
Trust and Trust Services provided with Members Trust Company. Trust and investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution.
Contact a Trust Officer about your estate planning and investment options.