WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
MOST POPULAR CONTENT
MEMBER FAVORITES Personal Loan
Branch & In-Store Branch Services
Fixed & Variable Annuities
BalanceTrack Checking Management
Compare SchoolsFirst FCU Checking Accounts
Estate Planning & Trust Services
Estate Planning & Trust Services
 

Have you thought about your family’s financial security if something happens to you?

An estate plan can help protect your loved ones if you pass away, or become incapacitated. It provides instructions on managing your finances and property, and if you have minor children, who will act as their guardian. An estate plan can also help protect your heirs from shouldering an unnecessary tax burden.

 

Not Just For the Wealthy

No matter what your financial circumstances are, you should have at least the most basic estate-planning document: a simple written will.

 

Expert Guidance

Just as you look to a trusted advisor for financial advice, you need professional guidance when it comes to estate planning. Our advisors will:

  • Review your financial plan to ensure your loved ones will have lasting financial security.
  • Explain the differences between wills and trusts.
  • Offer helpful attorney screening procedures for selecting an attorney who can draw up your estate-planning documents and solidify your plan.

Our financial advisors are experienced with estate planning, but they don't create will and trust documents. However, our attorney screening procedures can help you find a local estate-planning attorney who can. Contact us today to schedule an appointment.

 

Professional Trust Administration Services

We’ve partnered with Members Trust Company, a national cooperative owned by credit unions, to provide professional trust administration services to our Members. If your estate-planning attorney recommends appointing a professional to manage your trust, Members Trust Company has a lower minimum asset requirement and lower fees than many other professional services. Call us at 800.462.8328, ext 4116, option 2 for more information.

 

Online

Request a complimentary consultation with a financial advisor

 

Call

Call 

 

800.462.8328 ext. 4116, Option 2

Monday through Friday, 9 a.m. to 5 p.m.

 

Email

 

Contact a financial advisor by sending an email to

investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch to schedule a complimentary consultation

 
Check the background of our investment professionals on FINRA's BrokerCheck

Disclosures

Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. 


Securities sold, advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU 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.

NOT A MEMBER?
NOT A MEMBER?
RELATED CONTENT
RELATED CONTENT
Apply for a Loan •  Apply for a Loan
 
 
Apply For a Home Loan •  Apply for a Home Loan
 
 
Workshops •  Workshops
 
 
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
Statement of Fees •  Statement of Fees
 
 
Calculators •  Calculators
REFER A FRIEND
REFER A FRIEND