Trust Services

Build your wealth. Preserve your wealth. Transition your wealth.

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose.

RBFCU now offers trust services through MEMBERS Trust Company. The trust services program combines a complete trust offering, along with highly-trained, licensed professionals who are committed to adding value to the trust. Educational seminars are also available throughout the year.

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Why choose RBFCU Trust Services?

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Strategic planning

Our advisors have the unique opportunity to offer objectivity, continuity and experience in trust administration. The goal of the advisor is to provide a continuum of support, from the early years of wealth accumulation to the time when asset preservation takes priority and then as attention shifts to gifting, sheltering and distribution. With each successive stage, it grows more complex. The right relationship and education can make all the difference.

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Personalized service

RBFCU Trust Services has a diverse group of advisors available to discuss goals, expectations and concerns with their clients. By partnering with an advisor, clients can coordinate and assimilate all aspects of financial life to develop a customized, structured financial strategy.

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Shared resources

There are several steps to ensure proper estate planning, including, but not limited to, wills, trusts, and powers of attorney. RBFCU Trust Services, along with a network of attorney partnerships throughout our footprint, can provide financial education and legal services to ultimately help lead to better financial decisions. We offer trust services through MEMBERS Trust Company in Austin, Corpus Christi, Dallas, San Antonio and the surrounding area.

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Meet our Wealth Management Advisors:

John Rodriguez

Check the background of these investment professionals on FINRA’s BrokerCheck.


Have questions? Contact us:

 

Calculators

  • What option is best for estate planning? What option is best for estate planning?

FAQ FAQs

  • What are the duties of the trustee?

    The trustee of the trust is a fiduciary, someone who owes a special duty of loyalty to the beneficiaries. The trustee must act in the best interests of the beneficiaries at all times. For example, the trustee must preserve, protect and invest the trust assets for the benefit of the beneficiaries. The trustee must also keep complete and accurate records, exercise reasonable care and skill when managing the trust, prudently invest the trust assets, and avoid mixing trust assets with any other assets, especially his or her own. A trustee lacking specialized knowledge can hire professionals such as attorneys, accountants, brokers, and bankers if it is wise to do so. However, the trustee can’t merely delegate responsibilities to someone else.

    Although many of the trustee’s duties are established by state law, others are defined by the trust document. If you are the trust grantor, you can help determine some of these duties when you set up the trust.

More FAQs

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). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-1992838.1-0118-0220