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Trust & Estate Planning

Protecting Your Family’s Future and Your Legacy Is Our Concern as Well as Yours.

That's why Sunward 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 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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Trust & Estate Planning

Protecting Your Family’s Future and Your Legacy Is Our Concern as Well as Yours.