Together, we'll create a strategy aligned with your long-term goals
Proven investment approaches
Tax-aware positioning
Affordable fees
Agile and attentive management
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Tailored trust services focus on your unique needs
At GreenState Trust Services, our professionals cater to you at every stage, providing the expert guidance you need throughout the trust and estate planning process. From accumulation to protection to asset transfer, we'll facilitate a collaborative process that includes your attorney, tax advisor, and other trusted individuals. We work together to create a unified strategy for individuals, families, business owners, and professionals.
GreenState Trust Services partners with Members Trust Company to manage all aspects of your values-based investments, trusts and estate plans. Our detailed approach ultimately ensures a seamless transfer of your wealth to loved ones, nonprofits, charities, and other groups important to you.
Benefits of a Trust
Relieve loved ones of dealing with legal complexity and avoid family conflict during difficult times.
Plan carefully to preserve eligibility for government benefits.
Create clear, enforceable inheritance planning for your spouse, children, and step-children.
Reduce the likelihood of inheritance being squandered.
Determine who will be in charge of assets in the event of incapacity to avoid court intervention.
Plan ahead to ensure financial affairs are managed upon incapacity or death.
Our team offers a holistic approach to the trust and estate planning process. Contact us or visit a branch in Iowa, Illinois or Nebraska today.
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.