GreenState Trust Services is committed to serving our members as well as our communities. Through a goals based approach to planning, our team takes the time to understand each member and provides an experience tailored to their needs.
Discover how easy it is to do business with us. Let us answer your questions and help you develop and implement a strategy that will allow you to accomplish meaningful things for yourself, your family — even your community or a favorite charitable organization.
At GreenState Trust Services, we understand that every client is unique. In certain situations, you may need more than an advisory account. We work together to create comprehensive strategies for successful individuals, families, business owners, and professionals and can help you navigate through the various stages of planning, including wealth accumulation, protection, and legacy.
GreenState Trust Services partners with Members Trust Company to manage your investments, trusts and estate plans. We collaborate with your other advisors, such as attorneys and tax advisors, on strategies to ensure a smooth transfer of your assets to loved ones, nonprofits, charities, and more.
Those who want to relieve loved ones of dealing with legal complexity and to avoid family conflict during difficult times
Those with a loved one with special needs must plan carefully to preserve eligibility for government benefits
Those in a blended family who want clear, enforceable inheritance planning for spouse, children and/or step children
Those with irresponsible loved ones who are looking to reduce the likelihood of his or her inheritance being squandered
Those who want to determine who will be in charge of their assets in the event of incapacity, thereby avoiding court intervention
Those with no/distant kids must plan ahead to ensure financial affairs are managed upon incapacity/death
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.