COASTAL - Trust Services


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	Investments & Insurance

Trust Services

	Reasons To Have A Trust

	Services Offered

	Choosing Fiduciaries

	Trust & Estate Glossary

	Coastal Trust Officers

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Trust Services

A trust is an estate planning device involving the transfer of property from a person to a trustee for the benefit of one or more beneficiaries.

One common misconception is that a trust is only for people who are considerably wealthy, when in fact, a trust can benefit anyone who has valuable posessions such as a vehicle, insurance benefits, financial accounts, jewely, real estate, etc.

Coastal Trust Services provides an extensive array of trust services designed to help you make the best plans for your estate. Get started today!

	Reasons to have a Trust	Find out how a Trust can be beneficial.

	Services Offered	See a listing of the services we offer and how the process is handled.

	Choosing Fiduciaries	Find out about the important aspects of choosing an Executor, Guardian, and Trustee.

	Trust & Estate Glossary

	Meet your Coastal Trust Officers

Trust Services provided by MEMBERS Trust Company. »

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Advice You Can Trust

ABA/Routing # 253175494

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. © 2008 Coastal Federal Credit Union All rights reserved.