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Trust Services

PenFed Wealth Management has partnered with MEMBERS Trust Company through CBSI* to provide trust services to our clients. Often estate planning and decision making can be a stressful and complex endeavor. Our goal is to simplify your journey, and help you establish the right plan to protect your assets and put your mind at ease. To start the conversation, call us directly at 855-278-0198.

Estate & Life Planning

Fulfilling your wishes and settling your affairs in the event of your passing requires a trustworthy and expert partner. MEMBERS Trust has the knowledge and experience to help you develop a comprehensive personalized plan.

Trust Administration

Trusts can help you grow, protect and preserve assets for you and your loved ones. MEMBERS Trust brings more than three decades of experience to the administration of trusts, so you can be confident your affairs will be managed as you have directed.

Estate Settlement & Executors

When the time comes to settle your estate, having a knowledgeable and impartial partner can smooth and simplify the process. MEMBERS Trust Company will handle filing of estate taxes, oversee administrative details and provide professional asset management.

Get Started

Trust services offered through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not a deposit of any financial institution. The information contained herein is for educational purposes only and is not intended to provide specific investment, legal, or tax advice.

*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

CBSI-2163428.1-0618-0720