Estate Settlement
Settling an estate takes tremendous effort. Turn to the team that can handle everything on your behalf.
Give your loved ones peace of mind by trusting our estate team to follow the plan according to your wishes.
Compassionate trustee service
Rely on our experienced professionals during this difficult time.
Reduce stress and complications
We'll take care of the many complex tasks to help relieve your family's burden.
Collaborative effort
We work closely with your accountants, attorneys, and other professionals.
Estate settlements are often charged with high emotions. Relying on our guidance through a difficult process provides comfort and assurance.
- Tax-efficient solutions for even the most complex estates
- Timely collection, valuation, and distribution of assets
- Court administration services
- Monitoring of taxes and other expenses
- Preparation of estate, inheritance, and income tax returns
- We can also act as a corporate trustee
This information is not designed, meant, nor does it constitute the rendering of legal or tax advice. You should consult with your attorney and/or tax advisor before implementing any strategy discussed here. Trust services provided by MEMBERS Trust Company are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principle. MEMBERS Trust Company is a federal thrift regulated by the Office of the Comptroller or the Currency.
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