General Information
Visions Estate and Trust Services provides a full range of trust and estate services with local ownership and representation. It’s: Your Plan. Your Money. Your Voice. Your Legacy. Learn more about our background, mission and process.

Services Offered
A complete listing of our service offerings.

Why a Trust?
Not sure when a trust is appropriate? Click here for an introduction to the reasons people choose to have a trust relationship.

Choosing Fiduciaries: Executors, Guardians, and Trustees, Oh my!
Never thought about choosing all of these fiduciaries? Read more about the important aspects of choosing each of these important people.

Meet Our Trust Officer
Meet Don Bernardo and learn more about his impressive qualifications and experience in the estate and trust field.

Estate & Trust Glossary
Not sure what it means to have an executor? What exactly is a QTIP Trust? Find answers to these questions and more.

Contact Visions Estate and Trust Services
Email, phone, letter or fax, all the available contact information is here.

Trust services provided by MEMBERS Trust Company.

Website content provided by FORUM 1st Trust Services, used with permission. Copyright @ 2004 Forum Credit Union. All Rights reserved.

Important Note: Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.