Beacon Trust Services
Since 2009 Beacon Trust Services has partnered with Members Trust Company to provide local trust and investment management services such as:
Portfolio management
Trust administration
Financial planning
Fiduciary services
It’s never easy to talk about, but we’re here to make it as easy as possible.
A little trust goes a long way
Avoids probate court proceedings
Ensures you receive proper care and financial affairs are in order if you become incapacitated
Prevents beneficiaries from squandering their inheritance
Protects you from potential elder financial abuse
Preserves family harmony with a corporate trustee who is objective and staffed with legal and investment professionals who have a legal duty to act in the best interest of your beneficiaries
Please send me more information.
David VanCamp
Trust Officer
(260) 563-7443, ext. 2013
Trust and Investment Services provided by MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company, Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.