ESTATE PLANNING & TRUST SERVICES

Estate planning is offered through CUNA Brokerage Services, Inc.¹, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Have you thought about your family’s financial security if something happens to you?

An estate plan is your instructions for managing your finances and property when you pass away. It can also help protect your family from shouldering an unnecessary tax burden.

No matter what your financial circumstances are, you should have at least the most basic estate-planning document: a simple written will.

Check the background of our investment professionals on FINRA's BrokerCheck.

CBSI is under contract with the Credit Union to make securities available to Members.

Estate Planning

Just as you look to a trusted advisor for financial advice, you need professional guidance when it comes to estate planning. Our advisors will:

• Review your financial plan to ensure your loved ones will have lasting financial security.
• Explain the differences between wills and trusts.

Although our Financial Advisors¹ are experienced with estate planning, we don't create will and trust documents. But we can help you find a local estate planning attorney who can. Call us at 800.462.8328, ext 4116, option 2 or email us at investments@schoolsfirstfcu.org to make an appointment.

Trust Services

We’ve partnered with Members Trust Company,² a national cooperative owned by credit unions, to provide professional trust administration services to our Members with a lower minimum asset requirement and lower fees than many other professional services.¹ Call us at 800.462.8328, ext 4116, option 2 for more information.

Estate planning is offered through CUNA Brokerage Services, Inc.¹, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

1. Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3646839.1-0621-0723
2. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.