Father with two young children and grandfather eating outdoors at a picnic table.
Trust Accounts

Building a Legacy Beyond Lifetimes

Think about the heritage you're leaving behind. Your hard-earned legacy deserves to seamlessly transition to your loved ones without the burden of high taxes or court interventions. Let's make it a fortified foundation with a trust account.

Trust Account Features

  • Custodial Access

    Maintain custodial supervision, ensuring their savings are in safe hands until adulthood.
  • No Contribution Limits

    You can contribute as much as you like with no maximum limits.
  • Multiple Account Options

    Choose from one of our four high-rate accounts.
  • Guaranteed Safety

    Rest easy knowing your funds are federally insured up to $250,000 by NCUA.

Ready to Get Started?

Consult with our First Service Wealth Management experts, in partnership with CUSO Financial Services, Inc.1 Give us a call, email, or fill out the form below.

Wealth Management Inquiry Form