Professional management of trusts, estates, and specialized accounts with the highest standards of care and accountability
OPEN A FIDUCIARY ACCOUNT
We are legally and ethically bound to act in your best interests at all times. Our fiduciary responsibility means your financial well-being is our top priority.
Every account is managed for its designated purpose, whether distributing estate assets, managing funds for a minor, or overseeing trust distributions.
We maintain detailed records and provide regular, transparent financial reports to courts and beneficiaries, ensuring full visibility into account management.
Principal funds are kept completely separate from all other accounts, preventing commingling and ensuring proper asset protection.
Professional management of assets held for beneficiaries according to trust terms. We ensure distributions align with the grantor's wishes while maintaining fiduciary responsibility.
Expert administration of a deceased person's funds and assets for the benefit of heirs. Our executors handle all aspects of estate settlement with care and precision.
Neutral third-party holding of funds for specific transactions such as real estate closings, ensuring all parties' interests are protected throughout the process.
Court-appointed management for individuals unable to handle their own finances. We provide compassionate oversight while maintaining rigorous accountability standards.
Authorized agent management of finances for those who designate representatives. We honor the principal's directives while protecting their financial interests.
Custom solutions for unique situations including special needs trusts, business succession planning, and charitable remainder trusts.
Your funds are federally insured up to $250,000 per depositor, providing security and peace of mind.
Our team understands Massachusetts laws and provides personalized service you can't get from large institutions.
Work directly with experienced professionals who know your account and are available to answer questions.
As a not-for-profit cooperative, we prioritize your needs over profits, offering competitive rates and lower fees.
Schedule a meeting with our fiduciary services team to discuss your specific needs, legal requirements, and account objectives.
Provide required legal documents including court orders, trust agreements, power of attorney forms, or estate papers for verification.
We'll establish your fiduciary account with proper titling, segregation, and controls to meet all legal and regulatory requirements.
Receive regular statements, maintain transparent records, and access professional support throughout the life of your fiduciary account.
Our experienced team is here to guide you through every step of the process with personalized attention and professional expertise.
246 Brookdale Drive, Springfield, MA 01104 Phone: 1-800-733-2800 | Email: fiduciary@pvfcu.org
*APR = Annual Percentage Rate; APY = Annual Percentage Yield; Terms and conditions apply. Click here for Loan Rates & Disclosure. Click here for Home Loan Rates & Disclosure. Click here for Savings Rates & Disclosure.
Calculator is for informational use only. Your actual loan terms will vary based on a number of factors.
Open an Account
Calculator is for informational use only. Your actual savings will vary based on a number of factors.