Protect Your Family with a Trust Account

A trust account through First Service ensures that you have a foundation for your legacy. It protects your assets from estate taxes and probate fees, allowing your heirs to receive their inheritance with ease.

UTMA Custodial Account Features

    Custodial Access

    Retain control of your child's savings until they come of age.

    No Contribution Limits

    You can contribute as much as you like with no maximum limits.

    Earn Dividends

    Choose from one of our four high rate accounts.

    Federally Insured

    Insured by the NCUA up to $250,000.

Open a trust account with one of the following:

Schedule an Appointment

 

To make an appointment with a First Service Wealth Management financial advisor, available through CUSO Financial Services, Inc., give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.111

 

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