Preserve your wealth for your family’s financial future.
Members who want to transition and distribute their wealth after they’ve passed away should consider a revocable family or living trust account with Advancial. To find out if our specialized custodial trust offerings are a good fit for your estate planning needs, visit a local branch or call us today. Our trust accounts include:
- Revocable Family Trusts
- Living Trusts
- Individual, non-entity grantors or trustees
- Available loans to trusts with a qualified personal guarantor
- Deposit is insured up to $250,000 by NCUA