Schedule an Appointment to Talk About Estate Planning

An estate plan helps protect what matters most to you. RBFCU Trust Services is here to help build, manage, protect and honor the wishes outlined in your plan, now and for tomorrow.

Submit the following form to schedule an appointment with a trust officer regarding your estate planning goals and our trustee services. You'll then be contacted by one of our team members to confirm your appointment's date, time and location.

Do you currently have an estate plan?
Pleas indicate the topics you would like to discuss with a representative:
How did you learn about us?

Please select your appointment day and time preference:

Time


RBFCU Trust Services is a division of RBFCU Investments Group LLC. RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity and involve investment risks, including the possible loss of principal.

This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

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