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.

  • Trust Services

  • Preserving family harmony
  • Loved one with special needs
  • Blended family
  • Irresponsible loved ones
  • Planning for incapacity
  • No/distant children
  • 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

Get Started

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Existing Clients

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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.