Strategic Partnership

Trust Services

The lack of estate planning creates complexity, anxiety and potential chaos for those left behind. Estate planning is really about the living – ensuring that the physical, financial and lifestyle needs are protected when their loved ones are no longer there to provide for them. Kinecta Wealth Management has a strategic partnership with Affinity Trusts who provides trust workshops to help you with your estate planning needs.

Read the Basics of Estate Planning.

Trust Administration

Kinecta Wealth Management has a strategic partnership with Members Trust Company, the first credit union-owned nationally chartered trust services firm, offering expertise without ego and unmatched accessibility. From competitive pricing and attainable minimum account requirements to an ever-accessible team of fiduciary professionals, Members Trust Company is there for clients when they need it most.

Members Trust Company is a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency and are subject to investment risks, including possible loss of the principal amount invested.

This page is provided for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult an attorney and/or accountant. A licensed attorney in your state of residence is needed to draw up a trust. A Kinecta Wealth Management Financial Advisor or Members Trust Company representative can provide references to qualified estate planning attorneys. Legal services are not offered or endorsed by Kinecta Wealth Management, Members Trust Company or LPL Financial. Members Trust Company and Affinity Trusts are not affiliated with Kinecta Wealth Management or LPL Financial. You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services.

You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services.