OCTOBER 22 & OCTOBER 23
Estate Planning 101: An Introductory Guide to Protecting Your Future

In this free virtual seminar, we will break down the essentials of estate planning and the important steps to take to ensure a solid plan is in place to take care of yourself and your loved ones.

  • Who needs an estate plan and why
  • The essential documents that make up an estate plan
  • Differences between a Will vs a Trust
  • How a professional Trustee can help


Seminar Times

Wednesday, October 22th at 10:00 AM PST
Thursday, October 23rd at 10:00 AM PST

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Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

The information provided by this website and our Trust Services Department is not intended to constitute legal or tax advice regarding your situation; it is for informational purposes only. For legal or tax advice, please consult your attorney and/or accountant.

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