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We offer Trust-Owned Accounts for members who have established a revocable trust. The purpose of a trust is to manage the grantor’s property before or after death or if he/she becomes incapacitated. Revocable trusts have many advantages:
To open a Trust-Owned Account, submit the following supporting sections of the trust document along with your completed PDF application:
Please note that Elements Financial does not manage trusts or create trust documents, but we can refer you to an Attorney, if needed. We may be able to accept some irrevocable trusts.