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What is a Trust Company and what is a Trust?
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Although many people believe trusts are just for those with considerable wealth, in reality, they can benefit anyone with valuable assets, including automobiles, jewelry, real estate, financial accounts, and insurance benefits. There are many types of trusts, from living trusts to provide for asset management in the event of incapacity to special needs and incentive trusts for unique circumstances. Keep in mind that a will remains an important part of any estate plan, but often a will may not be enough to ensure the passing of your assets to the right people at the right time, without the burdens of taxes and probate court. That's why trust services can give you complete peace of mind about the management, protection, and distribution of your assets.

And that is also why we are proud to offer our members complete trust services through MEMBERS Trust This is a third party link. Please see disclosure below. Company, a nationally chartered trust company owned by Ent and a group of national credit unions. Paula Pollet, vice president and Colorado Springs market manager, has more than 35 years of local experience providing trust services and can work with your attorney and other professionals, including an Ent Investment Services representative and the Ent insurance group.

Email Paula or call her at (719) 550-6414 or 800-525-9623, extension 6414.

As the Senior Investment Officer, Steve Post specializes in investment portfolio management. He has been a Certified Financial Planner™ since 1985 and has more than 20 years of financial services and investment management experience, including serving clients in the Pikes Peak region.

Email Steve or call him at (719) 550-6411 or 800-525-9623, extension 6411.





What is a Trust Company - and what is a Trust?


By definition, a trust company is "a company formed to act as trustee or to deal with trusts." Sounds pretty simple...but in reality, there are common misconceptions about trust accounts and trust companies that complicate how consumers view the trust industry.

A trust is a legal document drafted by an attorney, designed to ensure that property and assets are transferred to the chosen heirs with maximum privacy and minimum taxes. The person who creates the trust is called a "trustor" (or "grantor," "creator," or "settlor"), and the individual or institution designated to make decisions about the trust assets is the "trustee."





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Don't be uncertain about the amount of your gross estate and how to provide for the people important to you. Calculate your net worth now using our  Net Worth Calculator.





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If you have a trust account with Ent... and simply want to retitle some of your assets, we can help. We can also help if you want to set up an account for your estate. For more information about trust services, please call Ent at (719) 574-1100 or 800-525-9623.