Products and Services

Exceptional service when you need it most

End of life is one of the most emotionally charged human experiences we go through. Whether you are planning your own estate or dealing with a loved one’s death, we offer a wide range of solutions for the effective planning and transfer of property to the next generation.

We are committed to exceptional service. When working with Innovation Credit Union and Concentra Trust for your estate and trust needs you can expect:
  • invaluable assistance at a time of grieving
  • help when family members are not local, willing or able to act
  • impartial administration for complex family dynamics
  • professional asset administration
  • longevity of trustee relationship
  • mitigation of personal liability for individual executors
  • peace of mind of their legacy being left behind

For more information on Executor Ease, please contact Innovation Wealth.

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