NEED A BETTER PLAN FOR THE FUTURE?
YOU CAN CHANGE THAT TODAY.
Professional trust services for you and your family.
Now available to more people, thanks to Credit Union Trust.
Whether you are considering creating a new trust, interested in transferring one from another bank, or realizing that you may need a professional trustee, Credit Union Trust is here to help you take the first step.
Simply provide your contact information and we will follow up with you promptly. (Please do not share sensitive information using this form.)
Trust Services & Support
Revocable Trusts
Irrevocable Trusts
Special Needs Trusts
Individual Retirement Accounts
Charitable Trusts
Fiduciary
Services
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
Who Needs Trust Services?
If you are interested in increased protection and the ability to control your assets, establishing a trust may be the most important financial step you take. Trusts are particularly helpful for:
- Families with special needs
- Blended families
- Individuals worried about incapacity
- Those looking for more control or privacy
- Families concerned about vulnerable parents
A Caring Trust Team
Credit Union Trust was created to offer a higher level of personal service, in the credit union spirit, to more individuals and their families. We’re here to answer questions and provide resources that can lead you to greater peace of mind. Our team offers an impressive level of experience, backed by a belief in a different and better way.
A better choice for you.
Credit Union Trust is a limited purpose bank, formed in 2019 by several credit unions, and living the philosophy of “people helping people,” every day. If you are just getting started on your estate plan, we’ll take the time to share information and answer questions. If you are looking for a higher level of personal service, we are here to deliver that to you. Whether you need a personal representative for your will, a professional trustee for your trust, or someone to help you get started on your estate plan, Credit Union Trust is here.
Credit Union Trust does not guarantee investment results in its fiduciary accounts. Where non-deposit investment products are used, such investment products are not insured by the FDIC, are not deposits or other obligations of Credit Union Trust and are not guaranteed by Credit Union Trust, and are subject to investment risks, including possible loss of the principal invested.
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