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Ent is proud to offer our members complete trust services through MEMBERS Trust Company , a nationally chartered trust company owned by Ent and a group of national credit unions. 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.

Paula Pollet, Vice President and Certified Senior Advisor, has more than 37 years of local experience providing trust services and can work with your attorney and other professionals, including Ent Investment Services representatives 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 CFP^® since 1985 and has more than 27 years of financial services and investment management experience, including serving clients along the Front Range.

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

Sheri Gagliardi, Trust Administrative Specialist, has over 22 years of credit union administrative experience. As part of the trust services team, she focuses on your personal options through direct communication and assessment of your estate planning and account needs.

Email Sheri or call her at (719) 550-6837 or 800-525-9623, extension 6837.

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." Learn more about Finding An Estate Planning Attorney. 

Do I need a trust?
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. Trusts can help you achieve personal, financial and legal objectives, such as saving on estate taxes, minimizing probate, avoiding a guardianship, providing asset management and assuring personal wishes are carried out after your death. In other words, a trust can help you grow, protect and preserve assets for you and loved ones. Don't be uncertain about the amount of your estate; calculate your net worth now by using our  Net Worth Calculator.

There are many types of trusts, from living trusts to provide for asset management in the event of incapacity to special needs, incentive and generation skipping trusts for unique family 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 during all the stages of your life.

In many cases, wise planning will call for a trust company to act as the trustee for a trust established to achieve a personal financial goal. In other cases you may receive guidance on estate planning and the selection of an attorney to finalize the estate plan.