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

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

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

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

Trustee: Manages and distributes the trust assets as set forth in your document. While some trust owners select a friend or family member, they have the option of choosing a professional trustee (like CU Trust) to serve in this important role. 

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

Your local Branch/Member Center Manager can also assist you with checking, savings and other transactional needs. They are a resource to connect you to other important information & services.