Secure your legacy.

What will you leave your loved ones? Make it a sure foundation. A trust account ensures your family receive their inheritance free of high taxes and court fees. With a trust account, your assets are protected from estate taxes and probate fees, allowing your heirs to receive their inheritance with ease.

Your legacy is at stake without a trust. Protect your wealth, protect your family.

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Trust Account Features

    Ideal for Estate Planning

    Ensure that your loved ones can receive the funds with less hassle and expense.

    Earn Dividends

    Choose from one of our four high rate accounts

    Flexible Designations

    Set up a trust as revocable or irrevocable for yourself or for a deceased relative.

    Federally Insured

    Insured by the NCUA up to $250,000.

Investment Services

First Service also offers investment services to help you ensure the financial well-being of your family. At First Service Credit Union, our CUSO Financial Services, L.P. (CFS) advisors listen to your goals, assess your risks, and develop a comprehensive plan to help you achieve them.30

Our CFS advisors can help you with investment options, including stocks, bonds, mutual funds, annuities, and other solutions to help reach your goals. Contact a CFS advisor for a complimentary in-branch consultation today.

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