We can help to provide a stable plan for your future.
You’ve worked hard to accumulate your wealth. Providing a plan for how it will be distributed can be a huge benefit to your loved ones, leaving your legacy exactly the way you intended. At CommunityAmerica, we are committed to helping you discover financial peace of mind, and this area is no exception. If your finances, family, or business needs require the services of a professional fiduciary, look no further than CommunityAmerica Trust Services.
Many times individuals appoint themselves, a family member, attorney, or close friend as trustee of their trust. While this works in some situations, it can be a heavy personal and financial burden for the trustee. If the trustee makes a poor investment decision, he or she could be held personally responsible.
Another option is to name CommunityAmerica Trust Services as trustee. Through a partnership with National Advisors Trust Company, FSB, we offer the expertise to navigate the time-consuming and often challenging administrative and compliance aspects of administering trust documents. Our services don’t end there. Your local CommunityAmerica financial planner continues to manage the trust assets with a focus on achieving your financial goals and objectives.
CommunityAmerica Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB, the largest federally charted independent trust company.
- Revocable trusts
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Special needs trusts
- Irrevocable trusts
- Institutional trusts
- Agent for trustee
- Securities safekeeping
- Income collection from securities
- Settlement of securities trades as directed
- Payment of funds when directed
- Timely statement delivery
- Custody for approved alternative investments
Retirement Plan Services
- IRAs: custodian
- Defined benefit plans
- 401(k): daily valuation platform
- Defined contribution plans
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.
For specific tax advice, please consult a qualified tax professional.
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Certificate #FS93294. An International Measure of Quality Management Systems and Processes