Trust Services
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, we offer the expertise to navigate the time-consuming, and often challenging, administrative and compliance aspects of administering trust documents.
Copper Financial Network, LLC, a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD), doing business as CommunityAmerica Trust Services.
We Offer a Variety of Services
Trust Services
- Revocable Trusts
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Special Needs Trusts
- Irrevocable Trusts
- Institutional Trusts
- Agent for Trustee
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 AppointmentTrust Service Advisors
Heath Burch
Meet with Heath
Scott Adams
Meet with Scott
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.Calculators
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Investing in YOU by sharing our profits.
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 Payout. See how much you may be able to earn through our long-standing annual give-back, where we’ve returned $93 million to members over the past 12 years.
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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |