Estate planning allows you to determine who will receive your assets when you pass away and who can act on your behalf if you cannot make decisions for yourself. It’s an important topic, and State Employees’ Credit Union (SECU) is committed to helping our members meet their estate planning needs.
SECU trust representatives hold the Accredited Trust and Financial Advisor (ATFA) certification, which is earned after completing additional training through Trust Advisors Institute. Trust representatives can discuss a range of trust and estate planning topics, including the corporate trustee and corporate executor services offered by SECU Trust Services through Members Trust Company (MTC). Upon your incapacity or death, SECU Trust Services through MTC can step in to ensure your assets are managed as you wish, while removing the administrative burden from your loved ones.
Estate planning is an essential piece of a sound financial plan. SECU members can make an appointment to speak with an SECU trust representative to discuss estate and incapacity planning, as well as information on common estate planning documents an attorney might draft, including:
• Will that may contain trust provisions
• Revocable Living Trust
• Durable Power of Attorney
• Health Care Power of Attorney and Living Will
• HIPAA Authorization
For more details, please contact your local SECU branch and ask to speak with a trust representative.
Trust Services offered through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust products are not Credit Union deposits, are not insured by the NCUA or any other federal government agency, are not obligations of or guaranteed by the Credit Union, Members Trust Company or any affiliated entity, and involve investment risks, including the possible loss of principal. The material above is for educational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or tax professional.