TRUST SERVICES
Plan Your Future with Confidence
At America First, our top priority is your financial well-being, and that care continues even after you've passed on. To help achieve your monetary objectives, we proudly offer a full range of Trust & Estate Planning services, including superior guidance for developing your estate plan and careful assistance in ensuring your personal wishes are carried out correctly.
PROFESSIONALS AT YOUR SERVICE
Our advisors understand the complexity of administering Trusts. We’ll make certain all legal, tax, and administrative matters are managed professionally and efficiently. We’ll also distribute assets in accordance with your plans when the time comes.
Services Include:
- Trusts – Specific instructions for trustees & beneficiaries
- Last wills & testaments – Legal documents specifying asset distribution after death
- Probates – The court process for validating and executing a will
- Powers of attorney – Authorization to legally act on someone's behalf
- Advanced healthcare directives – Instructions for critical medical decisions
- Trust administration – Management and distribution of trust assets
- Estate settlement – Resolving possessions, wealth & property after a person's death
- Charitable trusts & foundations – Creating legal entities for giving & philanthropy
- Deceased member account counseling – Account guidance after a member's passing
If you want to preserve family harmony and eliminate the possibility of conflict over your assets, naming someone other than your heirs as successor trustee makes sense. Appointing us can provide beneficiaries continuity as they transition through life changes and work toward securing their own financial future. Additional benefits of a professional trustee include:
- Years of experience with a team-based approach
- Wealth protection because professional trustees are regulated and audited
- Capable management of real estate, closely held business, investments, taxes & paying bills
- Objectivity, reliability, impartiality, professional service, and peace of mind
Trust services are provided with Members® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. If you would like to nominate America First as your local executor and successor trustee, please name us in your documents as Members Trust Company, with offices at America First Credit Union.
CONVENIENT & CUSTOMIZABLE SOLUTIONS TO FIT YOUR NEEDS
Estate planning can be complex, and our professional team is here to help you navigate the entire process. America First Trust Advisors will give you personalized assistance, answer your questions, and guide you to solutions that best fit your specific situation.
For members with smaller estates, we’ve also partnered with TrustAndWill.com to provide the option of fast & easy online planning from comfort of your own home. The following questions can help you decide which route to take:
IN-PERSON
- Are you in a blended marriage and have children from a prior relationship?
- Including your home, is your estate worth more than $250,000?
- Do you have a special needs child?
- Do you own more than one home?
- Do you own a farm/business?
If you answered yes to any of the above, contact a Trust Officer at America First for a consultation and introduction to an estate planning attorney in your area.
ONLINE
- Are you a newlywed or new parent and need to name a guardian?
- Including your home, Is your estate worth less than $250,000?
- Do you rent your home?
- Is your estate considered simple with identifiable beneficiaries?
If you answered yes to the questions above, you may consider using Trust & Will.com, an online DIY tool, to create your own estate plan.
RESOURCES & INFORMATION
ADVISORS & PLANNERS
KERRY C. WANGSGARD
Vice President of Trust Services
Certified Trust & Financial Advisor
Accredited Estate Planner
801-827-7130
DIRK SAMSON
Vice President of Trust Services
Certified Trust & Financial Advisor
801-215-8564
ERIC BURROWS
Trust Services Manager
801-827-7379
SUZI PALMER
Senior Trust Associate
801-827-7130
JASON RITZENTHALER
Chief Investment Officer at Members Trust Company
801-827-7130
KATE BRADDOCK
Senior Vice President and Managing Director of Investments at Members Trust Company
801-827-7130
CHRIS MORGAN
Vice President and Senior Investment Officer at Members Trust Company
801-827-7130
Trust and Trust Services provided with Members Trust Company. Trust and investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution.
Trust your Financial Future to America First
Contact a Trust Officer about your estate planning and investment options.
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