Banks & Credit Unions

Partnering with us to offer trust and estate planning services benefits your members/customers and your organization. We are in the “peace of mind” business, helping people grow, protect, and direct their assets, and protecting their legacies—both during their lifetime and after they are gone.

Choose your partnership level

We respect the unique requirements of financial institutions that are interested in offering trust services and we offer multiple partnership levels to match your needs.

Owners of CU Trust

In addition to the benefits offered to partners of CU Trust (below), owners serve on the board and share in the profits of the organization. Ownership is exclusively reserved for financial institutions, ensuring a solid and reliable owner base.

Partners of CU Trust

Partners offer trust services and receive compensation based on the business that is generated through their partnership. They receive marketing and operational support and commit to providing team and facility access to implement programs and hold onsite meetings within the FI’s service area as needed. Benefits include:

Increased customer / member satisfaction
Conversations designed to unearth additional opportunities for you
Financial benefits for referred business
Enhanced relationships with other COIs in your market (attorneys, CPAs, and more)

Referrals to CU Trust

For those not ready to be an official CU Trust partner, we are still able to assist your members/customers. Keep it in the family and refer them to CU Trust. We will be sure to follow up promptly on any referrals or inquiries.

Additional opportunities

Additional investment and partnership levels are available. We welcome the opportunity to discuss your needs and interests.

Why I'm an owner

AAACU was one of the original cofounders of CU Trust and we remain as passionate as ever.

CU Trust has a quality team that serves our members well. Now, we can deliver financial solutions from birth until death (and beyond), while eliminating the need for access to competitor trust banks.

Donald J. Mills, President & CEO, AAACU

Let's talk about your needs.

Built on a legacy of service.

Owners & Partners

Owners and partners receive valuable information sessions for employees and ongoing marketing, sales, and operational support to help program adoption.

Members & Customers

We make every effort to respond to inquiries within one business day. We provide thoughtful and professional insights, whether helping a young couple get started on an estate plan, providing guidance and attorney contacts for legal changes, sharing the benefits of using a professional trustee, or discussing what matters most.

Strengthen
Relationships

Additional services help keep the relationship “in the family”

Fee
Income

Your FI may receive a portion of the CU Trust fees paid by the client

Expanded
Opportunities

Discussion of future plans often opens the door to expanded services

Ready to take the next step?

Established to serve our clients’ needs now and for generations to come. We welcome the opportunity to tell you more about how we work to deliver what matters most to you and your community.