Trust Us for Trust ServicesYou’ve worked hard to accumulate your wealth. Providing a plan for how it will be distributed can help ensure you’re able to leave your legacy exactly the way you intend. Wealth Management by CommunityAmerica is committed to helping you create a stable plan for your future. If your finance, family or business needs require the services of a professional fiduciary, look no further than CommunityAmerica Trust Services.
Why Choose Us?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.
CommunityAmerica Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB, the largest federally charted independent trust company.
We Offer a Variety of Services
- 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
Trust Service Advisors
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Meet with Scott
Your Personalized Plan
Prepare for your financial “now” and your financial future.Everyone’s financial goals are unique. We’re here to help you reach yours. Our Wealth Advisors can guide your short- and long-term plans to achieve financial peace of mind.
Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:
Are Not Deposits
Are Not NCUA or otherwise Federally Insured
Are Not Bank Guaranteed
May Lose Value