Delegated and Directed Trusts Handout One-Pager

At Members Trust Company (MTC), we understand that clients who establish trusts are loyal. They are loyal to their financial advisor, and they are loyal to the trust company they have chosen to administer their estate in the event of their incapacity or death. Loyalty translates to retention, business expansion, and legacy planning opportunities. Let's explore the benefits of Directed and Delegated Trusts, and how expanding your practice to include them can benefit you and your clients.