Building Your Team

It is important for you to have a team that has your best interests in mind. Consider the following individuals and their responsibilities:

Attorney: An individual, licensed by the state to prepare legal documents including: Wills, Trusts, Power of Attorney, Medical Powers of Attorney

Financial Advisor: Creates a financial plan that includes investments, insurance and retirement accounts

Certified Public Accountant (CPA): Prepares tax returns and assists in tax planning

Personal Representative: A corporate trustee and/or individual named in your will to settle your estate

Trust Officer: Responsible for the day-to-day administration of your trust

Corporate Trustee: Works with the trust beneficiaries to meet the beneficiaries’ needs and distributes the trust assets as set forth in your document

Credit Union Branch Manager: Assists you with checking, savings and other transactional needs; also serves as a resource for other important information & services.