Welcome, Navy Federal Members!
Members Trust Company provides trust and estate services to members and their families. We work in partnership with Navy Federal Credit Union to help make these services accessible and to establish structures that can be carried forward with consistency, reflecting a long-term approach to stewardship and alignment with your goals.
Please scroll through this page to learn more about how we work with NFCU members like you and your family.
Corporate Trustee
Our team of fair and objective legal and investment professionals have an obligation to act in the best interest of your beneficiaries, and we’re regularly audited to ensure proper trust administration.
Executor/Personal Representative
If you pass away without a will, you may be subject to probate. Instead of enduring the lengthy court process, we can settle your estate and distribute your assets to beneficiaries.
Guardian/Conservator
For those who can no longer manage their finances and care, we can fill the role of guardian or conservator
Co-Trustee
By naming us as corporate trustee along with an individual trustee, trusts can have both professional management and decision-making input from family.
Agent for Trustee
Serving as trustee can be time-consuming and overwhelming. We’re here so you’re not alone in navigating legally complex details.
A Will is Not the Only Way
We know that while you can’t predict the future, you can prepare for it. Plan ahead for incapacity with a Revocable Living Trust, a legal document that—unlike a will—does double duty: setting forth how you want your assets managed and distributed upon your death and in the event of your incapacity. This way, if you’re ever unable to manage your own finances, a court doesn’t need to get involved to appoint someone to manage your financial affairs.
Benefits of a Trust
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Helps avoid probate, which can be time-consuming and involve court oversight.
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Provides a structure for managing financial affairs in the event of incapacity.
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Helps guide how assets are distributed to beneficiaries over time.
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Adds a layer of protection against potential financial misuse.
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Supports family alignment through objective, third-party administration.
Corporate Trustee
As a corporate trustee, Members Trust Company provides consistent oversight and administration, guided by a fiduciary responsibility to act in the best interest of your beneficiaries.
We help those who…
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Want to maintain alignment and clarity within their family
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Have a loved one who may need additional financial oversight
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Are planning for blended family dynamics
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Do not have a clear successor to manage financial responsibilities
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Want to provide structure for beneficiaries over time
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Are planning ahead for potential incapacity
Benefits of a Corporate Trustee
During your lifetime, you may serve as trustee of your trust. You’ll also need to designate a successor to step in if needed. A corporate trustee provides continuity, objectivity, and administrative consistency, helping to carry out your plan over time without placing that responsibility on a single individual.
Your Best Interest Is What We Do Best
Members Trust Company supports individuals and families by serving in key fiduciary roles, including trustee, co-trustee, and administrator. We help to carry out the ongoing responsibilities tied to trust structures, coordinate with your existing advisors, and maintain alignment with the intentions outlined in your plan. Our Trust Transfer Service provides an opportunity to review existing trust arrangements and evaluate whether updates or changes may be appropriate based on your current situation.
Need help understanding Delegated vs. Directed Trusts?
Download our free brochure!
Explore the benefits of Delegated and Directed Trusts and how expanding your practice to include them can benefit you and your clients.
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Ready to Get Started?
If you’re a member of Navy Federal Credit Union and are exploring trust and estate services, our team is here to help you think through next steps and understand how these services may apply to your situation.