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Have peace of mind for you and your loved ones. Planning your estate, having a will and putting money in trust will allow you to create the legacy you want to leave. Advance Savings offers trust and estate advice and services. Our trust and estate specialists can help you assess your needs and develop a plan to help you care for your loved ones.

Estate Planning & Administration Expand/Collapse


Estate Planning


An estate is everything a person owns at the time of their death; that includes land, money, houses and loans.  We help our members figure out the way they want their estate to be distributed after death. 

Estate Administration
 
We take the headache out of managing an estate. We’ll work with the executor or co-executors to settle the estate according to your last will and testament.

Executor Ease Expand/Collapse

Executor Ease is a flexible , affordable solution that assists executors to understand and conduct the duties and responsabilities of administering an estate.

Trust Accounts Expand/Collapse

Advance Savings provides its members with trust services.  A trust is a relationship among three people, one of whom is an Advance Savings member. You may be concerned about caring for your partner, your kid, or providing on-going donations to your favorite charity. We’re taking the complication out of trust services and making it simple for our members.

Last Will & Testament Expand/Collapse

Advance Savings partners with a trusted local legal team to help you prepare your last Will & Testament.

 

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Executor Kit