As a member of UFCU, you can take advantage of a comprehensive trust service offered through our affiliate MEMBERS Trust Company, including:
- Estate planning
- Estate settlement
Professional management and administration of:
- Living trusts
- Testamentary trusts
- Charitable trusts
- Various other types of trusts designed to maximize your resources and to ensure your loved ones receive what you intend
At UFCU, we recognize the importance and the complexity of wealth transfer. Accordingly, as in other services, our staff will provide you with individualized support and guidance to ensure that your financial needs are met and to help you navigate through this important process.
Our trust officer, Rick Ybarra, has more than 10 years of trust and financial services experience, and an MBA in Finance from The University of Texas at Austin. Rick can work with your attorney, accountant, and your wealth transfer team to help meet the unique needs of you and your family. Rick can be contacted at (512) 467-8080 x21109, (512) 468-8023 or email@example.com.
Trust Services offered through MEMBERS Trust Company, a federally chartered thrift, with locations at UFCU are NOT NCUA/NCUSIF insured, are NOT deposits, obligations of, or guaranteed by MEMBERS Trust Company, UFCU, or any other affiliated entity, and involve investment risks, including the possible loss of principal. Trust Officers are appointed with MEMBERS Trust Company.