Trust Services

GreenState Trust Services - A Personalized Approach to Preserving Your Legacy

At GreenState Trust Services, our dedication extends beyond our members to the communities we serve. With a goals-based approach to planning, our team takes the time to understand each member intimately, ensuring an experience that aligns precisely with their unique needs.

Uncover the Ease of Doing Business with Us

Discover how effortless it is to collaborate with GreenState Trust Services. Allow us to address your queries and assist you in developing and implementing a strategy that enables you to achieve meaningful goals for yourself, your family, and even your community or favorite charitable organization.

Customized Solutions for Unique Clients

We recognize that every client is distinct, and certain situations necessitate more than just an advisory account. Our collaboration aims to create comprehensive strategies for successful individuals, families, business owners, and professionals. Whether you seek wealth accumulation, protection, or legacy planning, we're here to guide you through every stage.

Partnership with Members Trust Company

At GreenState Trust Services, we've partnered with Members Trust Company to expertly manage your investments, trusts, and estate plans. We work hand-in-hand with your other advisors, including attorneys and tax advisors, to devise seamless strategies for the smooth transfer of your assets to loved ones, nonprofits, charities, and beyond.

Tailored Services for Various Scenarios

Our Trust Services cater to diverse situations, ensuring family harmony, providing for loved ones with special needs, addressing blended family dynamics, and planning for the care of irresponsible loved ones. Additionally, we help you prepare for potential incapacities and navigate the complexities of providing for distant or no children.

Investment Solutions Aligned with Your Values

Through our Investment Services, we offer tried and true strategies, tax-aware approaches, and affordable fees. Our agile and responsive management ensures that your investments stay on track, reflecting a unified strategy tailored to your goals. Moreover, we offer the option of values-based investments, aligning your financial decisions with your personal beliefs.

Embark on a journey of trust and security with GreenState Trust Services. Let us safeguard your legacy while helping you create a lasting impact on the lives of those you hold dear. Reach out to us today to explore how we can work together to secure your financial future and the well-being of your loved ones.