Distinct advantages of a corporate fiduciary over an individual

The decision to work with Wescom Trust Services in partnership with MEMBERS trust company, has distinct advantages over appointing an individual as trustee. First and foremost, when you choose a corporate fiduciary, you are dealing with professionals skilled in the field of trust management.

Other reasons include:

  • There is always the chance that an individual appointee would die or become unable to act as your trustee. Using Wescom Trust Services in partnership with MEMBERS trust company eliminates that possibility.
  • A corporate fiduciary must and will provide professional management of your assets, according to the requirements set out in your trust.
  • A corporate fiduciary has access to powerful estate planning and investment management tools.

To determine if a corporate fiduciary is right for your estate planning needs consult with your Trust Liaison Officer.

Trust services provided by MEMBERS Trust Company. Investment products and services are offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by Wescom Credit Union and registered through WFS (Member FINRA/SIPC). Investments are not NCUA/NCUSIF insured, are not Credit Union Guaranteed, and may lose value. To view WFS disclosures please click here.