Who we help
We are proud to serve credit union members, bank customers, and other clients, throughout Michigan and beyond.
Individuals & Families
We are here for you and your legacy, whether you are ready to review and update your plan or you are just getting started.
Professional Partners
Advisors, Attorneys, Financial Institutions, & others. Benefit from a trust bank that supports you and your clients’ success.
What we do
The CU Trust team is available to assist you with a variety of trust and other needs, including estate planning, investments, and retirement accounts. We are dedicated to your goals and success, not our own.
Trust Services & Support
Revocable Trusts
Irrevocable Trusts
Special Needs Trusts
Individual Retirement Accounts
Charitable Trusts
Fiduciary Services
Estate Administration
Personal Representative
Agent for Fiduciary
Co-Trustee Services
Veteran’s Accounts
Conservatorships
Investment Services
Investment Management
Custodial Services
Special Asset Management
Coordination with Existing
Investment Programs
Business Succession
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