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Institutional Asset Management One-Pager

Financial literacy. Education. Quality of life. Credit unions make our communities stronger. Which is why Members Trust Company developed a better way to fund your charitable giving focus while remaining responsible and accountable to your members. By funding charitable donations through investment returns rather than operating income, you can do more by making more.

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MTC Revocable Living Trust

A Revocable Living Trust is a legal document drafted during your lifetime that states how you want your assets managed and distributed upon your death, or in the event of your incapacity. Trusts help avoid probate, conservatorship proceedings, and maintain post-death control of assets.

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