Trust Services

Hero Image

Trust Us for Trust Services

You’ve worked hard to accumulate your wealth. Providing a plan for how it will be distributed can help ensure you’re able to leave your legacy exactly the way you intend. Wealth Management by CommunityAmerica is committed to helping you create a stable plan for your future. If your finance, family or business needs require the services of a professional fiduciary, look no further than CommunityAmerica Trust Services.

Why Choose Us?

Many times, individuals appoint themselves, a family member, attorney or close friend as trustee of their trust. While this works in some situations, it can be a heavy personal and financial burden for the trustee. If the trustee makes a poor investment decision, he or she could be held personally responsible.

Another option is to name CommunityAmerica Trust Services as trustee. Through a partnership with National Advisors Trust Company, FSB, we offer the expertise to navigate the time-consuming, and often challenging, administrative and compliance aspects of administering trust documents.

CommunityAmerica Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB, the largest federally charted independent trust company.

We Offer a Variety of Services

Smiling Face Icon

Trust Services

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • Institutional Trusts
  • Agent for Trustee
Smiling Face Icon

Custodial Services

  • Securities Safekeeping
  • Income Collection from Securities
  • Settlement of Securities Trades as Directed
  • Payment of Funds When Directed
  • Timely Statement Delivery
  • Custody for Approved Alternative Investments

Ready to get started? We’re here to help.

Schedule an Appointment

Trust Service Advisors

Heath Burch

With more than two decades of experience as an advisor, Heath focuses on helping families integrate their wealth management plans with their trust and estate planning needs.

Meet with Heath

Scott Adams

A financial advisor since 1994, Scott brings a unique perspective and valuable experience to the financial and estate planning process to help families achieve their financial goals.

Meet with Scott

Wealth Advisor goes over his investment strategy for the two Wealth Management clients.

Your Personalized Plan

Prepare for your financial “now” and your financial future.

Everyone’s financial goals are unique. We’re here to help you reach yours. Our Wealth Advisors can guide your short- and long-term plans to achieve financial peace of mind.
Learn More

Calculators

Million Dollar Bill Icon

Millionaire Calculator

Determine how much you would have to set aside each year to reach a million dollars.
Calculate Now
Stopwatch with a Dollar Sign in the Middle Icon

Start Retirement Savings Calculator

See how much more you’d have at retirement by beginning your savings plan today rather than waiting.
Calculate Now
Bar Graph Showing Increase with the Last Bar Have an Upwards Pointing Arrow Icon

Savings Growth Calculator

Use this calculator to determine the future value of your current savings.
Calculate Now
Photo of the Ramirez Family and their $312 Profit Payout

Profit Payout

As a not-for-profit credit union, we return our profit to those who bank with us in many ways—like better rates, lower fees and our Profit Payout1. This year we gave back a record-breaking $9 million to our members. See how your investment accounts with us could help you grow your share.
Estimate Your Payout

Member Favorites

Graduation Cap Icon

College Planning

We’ve got the resources and tools to help your family plan and prepare your student for college.
Learn More
Heart Emblem on Defense Shield Icon

Life Insurance

We can help you find the right policy to set your loved ones up for financial security2.
Learn More
Piggy Bank with Coin Being Inserted Icon

High Interest Savings

Grow your money faster at a rate of up to 4.00% APY3 on balances up to $1,500.

Learn More

Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value