Trusts & Estate Planning
Put your trust in your credit union.
Protecting your family's future and your legacy is our concern as well as yours.
That's why Sandia Laboratory Federal Credit Union has partnered with MEMBERS Trust Company to bring personalized trust and estate planning services to our members.
MEMBERS Trust Company can assist with services like:
- Tax savings strategies
- Estate settlement
- Asset management services
- Revocable living trusts
- Charitable giving
- Life insurance trusts
Trust services available through MEMBERS Trust Company
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1338054.1-1015-1117