Estate Planning and Settlement Services

Protecting your wealth is essential for preservation and distribution down the line. We work closely with you, your lawyers and tax advisors to review your estate plans and help you avoid unnecessary risk.


Plan ahead for your legacy. 

Meet Our Team

You’ll  work with a dedicated relationship manager backed by a team of local professionals who will provide you with sound advice and strategies to implement a plan to achieve your personal goals and manage the assets you have worked so hard to accumulate.


Debbie Tucker

Trust Administrative Assistant

Jeanette Croley

Trust Officer

Estate Planning and Settlement Services FAQ

Create strategic wealth management goals.

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Suncoast Trust Services is a trade name used by Members Trust Company under license from Suncoast Credit Union. Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment 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. 

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.