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TRUST SERVICES
Trust Services Help You Plan for the Future
Develop a plan for your family and for future generations with the help of GECU Trust Services.1
Benefits of our wealth management & trust services
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Be prepared: Enjoy peace of mind because you are ready for the future. We can help you with retirement planning, finding other sources of income during retirement, and determining when it is best to start using Social Security.
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Protect your wealth: Our trust officers will work with you to execute a trust and estate plan that will protect your money, property and belongings after unexpected life events.
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Specialized services: We will assist with coordinating and administrating your special-needs wealth management plan, long-term-care planning, estate planning, and more.
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Sound advice: We’re here to help develop a unique asset plan that distributes your assets the way you want and manages your wealth for future generations.
Get started by scheduling a no-cost, no-obligation appointment now by clicking the button below or by calling 915.774.4741.
OUR TRUST SERVICES
Plan ahead with trust management services
Estate Planning
Take control of how your assets will be distributed and protect your hard-earned wealth.
Take control of how your assets will be distributed and protect your hard-earned wealth.
Best for: Members ready to plan for the future.
- Choose between revocable, irrevocable and special needs trusts
- Open a Flex IRA and enjoy the tax benefits of an IRA with the flexibility and control of a trust
- Gain the benefits of using a corporate trustee to assist with asset management and trust management services
- Help avoid probate costs
Meet Our Team
Our knowledgeable and experienced professionals can help you reach your financial goals.
Our knowledgeable and experienced professionals can help you reach your financial goals.
Best for: Members who are ready to learn all about investing and planning.
- Review retirement planning and estate planning goals
- Develop a customized wealth management plan to fit your needs
- Get started by contacting our knowledgeable trust management services team
One-on-one Consultations
Arm yourself with the knowledge you need to plan for the future and establish or grow your wealth.
Arm yourself with the knowledge you need to plan for the future and establish or grow your wealth.
Best for: Members who are ready to start planning for the future.
- Introductions to life insurance, Medicare and Social Security benefits
- Long-term-care and estate planning
- Retirement planning and annuities
Financial & Wealth Management Education
We want you to be as knowledgeable as possible about our trust products and services and how they can help you reach your financial goals. Join one of our seminars and get started!
We want you to be as knowledgeable as possible about our trust products and services and how they can help you reach your financial goals. Join one of our seminars and get started!
Best for: Members who are ready to learn more about our trust services.
- Learn why long-term-care planning is important to your retirement plan and how inflation may affect it
- See how our team of fiduciaries can help you maximize the value of your assets
Wealth Management Calculators
Use one of these calculators to see how our trust services team can help you reach your financial goals.
• Future value investment calculator
• Savings goal calculator
• Retirement nest egg calculator
• 401k vs. Roth/Traditional IRA calculator
We’re Here to Answer Your Trust Services Questions
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What is a will?A will is a written document that expresses a deceased person’s wishes that becomes active after a person’s death.
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What is a trust?A trust is documentation that can help give you and your family peace of mind. A trust represents how, when and to whom you want your assets distributed during your lifetime, during incapacity and after death.
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When should I begin estate planning?Starting an estate plan is based on your individual financial needs and goals. Schedule a no-cost, no-obligation appointment to discuss your estate planning options or by calling 915.774.4741.
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Will a corporate trustee manage my accounts?You can choose to have a corporate trustee manage your accounts to take advantage of benefits that include peace of mind, objectivity and more. Schedule a no-cost, no-obligation appointment to discuss your trust options or call 915.774.4741.
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Do I need to get a lawyer?Yes, we suggest that your attorney drafts your will, trust or any financial contract that you would like a fiduciary to administer.
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How much wealth do I need for a trust?Each trust is unique depending on your needs. Our team of trust officers is here to discuss account-opening guidelines and minimum requirements. Schedule a no-cost, no-obligation appointment to discuss your wealth management options or call 915.774.4741.
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What if I don’t have anyone to manage my trust?A corporate trustee can help with trust management services. Schedule a no-cost, no-obligation appointment to discuss your trust options or call 915.774.4741.
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