When it comes to managing your life and your plan, consider a partner like CU Trust. Our team offers friendly, personal service and decades of professional trust, estate planning, and asset management experience to help you manage the important details of your life.
Since our founding, we have helped many clients transfer their trusts to CU Trust. If you are interested in replacing your current trustee (personal or professional), we will work to make the transfer as seamless as possible and to be the best resource for your future.
Unexpected life events, from death to relocation to declining health, can mean it is time to reassess your current plan. CU Trust is a valuable resource for discussing those needs, providing guidance on your options, and securing professional trust services that help fill in the gaps.
If you find it difficult to begin working on your plan, we are here to make it easier for you. We provide direction and guidance on the steps you need to take, discuss the options that exist for a well-constructed plan and team, and connect you with the resources you need.
CU Trust offers a professional team that is flexible, knowledgeable, and focused on what matters most. We believe that clarity and communication are vital in our relationship as your trusted advisor. This is what we do every day; let us make it easier for you.
Because your success is our success.
