Trust Services
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.
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Trust Services
- Preserving family harmony
- Loved one with special needs
- Blended family
- Irresponsible loved ones
- Planning for incapacity
- No/distant children
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Investment Services
- Tried and True strategy
- Tax aware approach
- Affordable fees
- Agile and responsive management
- Unified strategy
- Values based investments
Who Needs a Trust & Why?
Preserving Family Harmony
Those who want to relieve loved ones of dealing with legal complexity and to avoid family conflict during difficult times
Loved One With Special Needs
Those with a loved one with special needs must plan carefully to preserve eligibility for government benefits
Blended Families
Those in a blended family who want clear, enforceable inheritance planning for spouse, children and/or step children
Irresponsible Loved Ones
Those with irresponsible loved ones who are looking to reduce the likelihood of his or her inheritance being squandered
Planning For Incapacity
Those who want to determine who will be in charge of their assets in the event of incapacity, thereby avoiding court intervention
No/Distant Kids
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.