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Trust & Investment Services

Preserve your financial legacy

From estate planning to personal and charitable trusts, the advisors at Southeast Trust Company® will work with you to fully understand your goals and help you meet them. With so many things to consider, they can use their expertise to walk you through the process, educating you and providing insights from start to finish. 

What is a trust? And how do you know if you need one?

A trust is a legal arrangement that lets you decide how your assets are handled at the time of your passing.  If you have assets and/or property that you want to leave to a beneficiary, you can set specific instructions on how it should be handled. There are many benefits of a trust to consider.

  • You gain more control over how your assets are handled before and after you die.
  • Your beneficiaries can avoid probate, which can be lengthy and expensive, and keep the transfer of assets private.
  • Your trustee can continue to manage your finances even if you become incapacitated.
  • You can ensure your assets are distributed as you planned.

To learn more about living trusts or to discuss your options, contact a Southeast Trust advisor today. Visit their website at  www.southeasttrust.com or request a consultation.

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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.