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Estate Planning and Settlement Services
Protecting your wealth is essential for preservation and distribution down the line. We work closely with you, your lawyers and tax advisors to review your estate plans and help you avoid unnecessary risk.
Plan ahead for your legacy.
Comprehensive Services
We offer full service wealth management solutions to help with every aspect of planning your legacy, including:
- Trust & fiduciary services
- Wealth protection and transfer
- Business succession
- Tax planning
- Charitable gift planning
- Legacy planning
- Revocable and irrevocable trust administration
- Trusts under will
- Personal Representative
- Custodial and guardianship services
- Estate administration, valuation and settlement
Meet Our Team
You’ll work with a dedicated relationship manager backed by a team of local professionals who will provide you with sound advice and strategies to implement a plan to achieve your personal goals and manage the assets you have worked so hard to accumulate.
Estate Planning and Settlement Services FAQ
Suncoast Trust Services is a trade name used by Members Trust Company under license from Suncoast Credit Union. 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.