Northwest Financial LLC

TRUST bASICS

Northwest Financial offers clients access to comprehensive trust services.* Our financial advisors can provide the information and guidance you need in order to set up a trust that meets your needs and will ultimately satisfy your wishes.

What is a Trust?

A trust is a legal document containing instructions for management of all or part of your personal property. It prescribes:

How you want your assets managed and eventually distributed

Who or what you want to benefit from your estate now and in the future

Who you want to be responsible for carrying out your instructions

What Can a Trust Do for You?

A trust provides for the management of your assets throughout the different stages of your life. It can provide you and your family with the peace of mind that you have a plan to manage your assets and to distribute them according to your wishes during your life or upon your death.

Why Use a Professional Trustee?

A professional trustee is an unbiased appointee tasked with making difficult decisions and carrying out your wishes. A family member will likely not have the investment or fiduciary law education and experience to properly carry out your instructions. With a professional trustee, you can be assured that your assets will be administered in accordance with your instructions before and after your death.

*Trust services provided by the Private Trust Company, N.A., an affiliate of LPL Financial.

Access to securities and insurance products provided by Northwest Financial Group, a registered broker/dealer, member FINRA/SIPC. Northwest Financial Group is a subsidiary of Northwest Financial LLC, a wholly owned subsidiary of Northwest Federal Credit Union. Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. LPL Financial has contracted Northwest Financial Group to refer securities and insurance business to LPL Financial. Northwest Financial LLC and Northwest Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. Not NCUA insured. No credit union guarantee. May lose value.

Loan protection and tax preparation services are not affiliated or endorsed by LPL Financial.

The LPL representatives associated with this site may only discuss and transact securities business to residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI.