Ensure that your assets and estate are protected

No matter the size of your estate, plan now for your own and your loved ones’ future by creating a trust. A trust is a legal arrangement that ensures your assets are kept safe and distributed according to your specific wishes.

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Reasons for creating a trust:

  • Ensuring assets will go to your care if you become incapacitated
  • Tax-efficiently distributing assets among your loved ones
  • Planning for the care of a special needs child
  • Setting aside funds to be donated to a favorite charity
  • Protecting your assets from creditors or lawsuits
  • Avoiding time-consuming probate and keeping your financial affairs private
  • and much more …


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Trusts are not one-size-fits-all.

There are various types of trusts to address specific needs including:

  • Revocable Living Trust
  • Irrevocable Trust
  • Testamentary Trust
  • Charitable Trust
  • Spendthrift Trust
  • Special Needs Trust
  • and more ...


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Interested in Creating a Trust?

There are many decisions to be made before creating a trust, including whether or not a trust is appropriate for your needs. A financial advisor with our subsidiary, Northwest Financial Advisors, can help guide you and refer you to a qualified attorney to create your legal trust document.

Already Have a Trust?

If you have already set up a trust but need to transfer your assets to it, the financial institution holding your assets can help. Each will have different policies and procedures in order to transfer ownership of your assets to the trust.

If you need to retitle an existing Northwest Federal Credit Union account to a trust or would like to open a new account with us to fund your trust, please see the Establish a Credit Union Trust Account directions below.