Preserve your wealth now and safeguard peace of mind for your family’s future. Ensure managing your estate and assets goes as planned by securing funds from potential tax ramifications to distribute on behalf of a beneficiary.

Revocable Trust

Revocable Trust Accounts are flexible for the grantor and allows beneficiaries to bypass probate court, guardianship or conservatorship proceedings. Manage and adjust terms throughout a lifetime.

Irrevocable Trust

Irrevocable Trust Accounts cannot be modified, changed or dismissed without consent of the grantor’s beneficiary or beneficiaries. Once the account has been established, the assets transferred are final.

• Minimizes estate taxes*
• Government benefits*
• Creditor and asset protection*

Account Options

Regular Savings account options available! These types of accounts may be utilized for:

• Checks and Debit Cards
• Savings Accounts
• Checking Accounts
• Mobile Banking
• Online Banking
• eStatements

*We cannot provide legal, tax or estate planning advice; refer to your tax consultant or advisor. Membership eligibility requirements apply to Trustor(s) of a Revocable Trust and Trustor(s) or Beneficiary(s) of an Irrevocable Trust.