Included Services
- Trusts – Specific instructions for trustees & beneficiaries
- Last wills & testaments – Legal documents specifying asset distribution after death
- Probates – The court process for validating and executing a will
- Powers of attorney – Authorization to legally act on someone's behalf
- Advanced healthcare directives – Instructions for critical medical decisions
- Trust administration – Management and distribution of trust assets
- Estate settlement – Resolving possessions, wealth & property after a person's death
- Charitable trusts & foundations – Creating legal entities for giving & philanthropy
- Deceased member account counseling – Account guidance after a member's passing
Successor Trustees
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:
- Years of experience with a team-based approach
- Wealth protection because professional trustees are regulated and audited
- Capable management of real estate, closely held business, investments, taxes & paying bills
- Objectivity, reliability, impartiality, professional service, and peace of mind
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.
Creating an Estate Plan
America First recommends working with a licensed estate planning attorney to create these legal documents. However, for simpler plans, a do-it-yourself approach might work. The following questions can help guide you to which option is best for you:
- Are you in a blended marriage with children from a previous relationship?
- Do you have an estate of significant value?
- Do you have a child with special needs?
- Do you own more than one property?
- Do you own a farm or business?
- If you answered yes to any of the questions above, click below to contact an America First Trust advisor for a consultation and a referral to an estate planning attorney in your area.
- Are you a newlywed or a new parent who needs to designate a guardian?
- Is your estate valued at less than $250,000 including your home?
- Do you rent your home?
- Do you have a relatively simple estate with clear beneficiaries?
- If you answered yes to any of the questions above, you may want to consider using Trust & Will, an online do-it-yourself tool, to create your own estate plan.
Advisors & Planners
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.
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At America First Credit Union, our chief concern is the financial well-being of members. We strive to provide superior products and services and strengthen the communities we serve.