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Get StartedEstate 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.
Investment and Insurance Products are:
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.