Estate Planning

Protect those you care about, ensure your wishes are followed, and prepare for life's unexpected events.
couple estate planning
At a Glance

Protect What Matters Most

Estate planning is not just for the wealthy. It is a valuable tool for anyone who wants to provide clarity, security, and peace of mind for themselves and their family. 

Through Southeast Trust Company, a wholly-owned affiliate of MIDFLORIDA, you have access to a host of estate services: investment management, trust administration, estate settlement, and legacy planning. The Southeast Trust team is here to help you protect assets, care for your loved ones, and ensure directives are carried out according to your wishes. When the time is right and you have advanced wealth transfer, trust or estate needs, we will proudly connect you to the Southeast Trust team.

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Experienced Professionals

The Southeast Trust team has the specialized fiduciary and investment knowledge required to handle all your estate needs.

Personalized Guidance

We review your family goals, legacy objectives, charitable intentions, and wealth transfer plans before offering solutions.

Prepare for the Unexpected

Estate planning is also about protecting yourself and your family if unexpected life events occur like injury or illness.

Local Presence

Southeast Trust Company is headquartered in Ocala, and the team can connect with you anywhere in Florida.
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Client-Driven Quality Service

With an average of 25 years of experience, the Southeast Trust team combines expertise and dedication to help you reach your goals. 

Investment and Insurance Products are:

  • Not NCUA Insured
  • Not a Deposit Product
  • May Lose Value
  • No Credit Union / Affiliate Guarantee
  • Not a Condition of Any Credit Union Service
  • No Guarantee of Insurance Underwriter Performance

Trust products are not insured by NCUA or any federal government agency; are not a deposit of or guaranteed by the Credit Union or any Credit Union affiliate; and may lose value.