Contact Trust Services
Give us a call: 800-233-2328 ext. 5176
BECU Trust Services provides full-service, confidential wealth management solutions, with a focus on doing what's best for the people we serve.
We can help you and your clients in a fiduciary capacity as trustee, executor, investment manager, or as agent for anyone serving in one of these roles. *Trust services are offered through Members Trust Company®, which is owned and managed by credit unions across the country. Our team of Chartered Financial Analysts® (CFAs) manages more than $2.5 billion in assets. Learn more about Members® Trust Company
Assisting You and Your Clients
You and your clients will have direct access to our Trust Services team of dedicated local professionals committed to the credit union philosophy of People Helping People. Instead of focusing our investment advice solely on a client's account size, we think through their overall situation, and we keep our fees competitive and transparent. You'll always know what it costs, no surprises.
Get To Know BECU Trust Services
We'd love the chance to meet you. Sometimes our members have a need for professional legal services, and we keep a list of attorneys on hand as reference. We also enjoy partnering with local attorneys to host joint seminars to provide information and education on a variety of estate planning topics. These seminars are offered to our clients, BECU members and the local community.
Connect With Us
For more information, email us or call (206) 812-5176.
Important Documents
Below are links to important documents for your reference.
- Members Trust Authority to do business in Washington State
- Suggested and Required Language
- Trust Services Brochure
- Settlement Trust Brochure
- FlexIRA Brochure
Attorney referral lists are provided as a reference and are not an endorsement of any particular attorney. BECU Trust Services is a trade name used by Members® Trust Company under license from BECU. Trust services are provided by Members® Trust Company, 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.
BECU Trust Services is a trade name used by Members® Trust Company under license from BECU. Trust services are provided by Members® Trust Company, 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 is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
Attorney referral lists are provided as a reference and are not an endorsement of any particular attorney.