# Credit Union Trust - A Trust Bank

> Generated by All in One SEO v5.0.2, this is an llms.txt file, used by LLMs to index the site.

Professional Trust and Estate Services

## Sitemaps

- [XML Sitemap](https://www.credituniontrust.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Victor's family wants to be sure he's in good hands.](https://www.credituniontrust.com/victors-family-wants-to-be-sure-hes-in-good-hands/): Victor lives alone in Michigan. His nephews, who live in California, are worried that his caregiver is taking control of Victor's money and his life. We can help Victor's family implement a plan that manages his money, pays his bills, and protects his interest.

## Pages

- [Home](https://www.credituniontrust.com/): CU Trust bank provides trust administration, estate settlement, & investment services. 100+ years of fiduciary expertise. For clients and estates of every size.
- [Bio - Catalfio](https://www.credituniontrust.com/bio-catalfio/): Jami Catalfio | VP Senior Trust Advisor | CU Trust 20 years of valuable trust and wealth management experience. Prior experience with a top regional bank.
- [Privacy Policy 2025](https://www.credituniontrust.com/privacy-policy-2025/): Privacy Policy, including personal information and sharing options
- [Webinar Registration 2026](https://www.credituniontrust.com/webinar/): WEBINAR Tuesday, October 2711:00 am – Noon ET Presented by: Jordan Summers, CEO and President, CU Trust A link will be emailed to you prior to the meeting. Ways to share your wealth (Without the stress) Join us for an informative discussion on trust & estate planning strategies that let you share your wealth on
- [Attorneys](https://www.credituniontrust.com/attorneys/): CU Trust partners with estate planning attorneys to provide trust administration, estate settlement, and fiduciary expertise for clients & estates of all sizes.
- [Succession: Helping with your own plan](https://www.credituniontrust.com/succession-helping-with-your-own-plan/): If you have served as a trustee for clients but are interested in retiring, let us help you with a succession plan.
- [Your Investment Journey through Uncertainty](https://www.credituniontrust.com/your-investment-journey/): Recommendations for building and maintaining a solid investment plan, despite market and investment uncertainty.
- [Why You Should “Staff” Your Estate Plan Like A Business](https://www.credituniontrust.com/staff-your-estate-plan-like-a-business/): Staff your estate plan like a business to avoid estate planning fiascos and have the most effective plan.
- [Credit Union Trust Mourns the Loss of Robert Sajdak, Founding President & CEO](https://www.credituniontrust.com/robert-sajdak-news/): Robert Sajdak, original President and CEO of Credit Union Trust, passed away in 2021.
- [Why A Professional Trustee](https://www.credituniontrust.com/why-a-professional-trustee/): Learn the benefits of choosing a professional trustee. Compare professional & individual options, understand fiduciary responsibilities, and make an informed decision.
- [Real Estate and Your Estate Plan](https://www.credituniontrust.com/real-estate-and-your-estate-plan/): Informational article regarding real estate and your estate--and having the proper ownership type for each property. Written by an estate planning attorney.
- [Trust & Estate Administration​](https://www.credituniontrust.com/trust-estate-administration/): CU Trust provides professional trust administration, estate administration, and fiduciary services. Our experienced team helps manage trusts, distributions, assets, and estate settlement with care and expertise.
- [Disclosure 2025](https://www.credituniontrust.com/disclosure-2025/): Disclosure, including investment results, trade execution, and more
- [Individuals & Families](https://www.credituniontrust.com/individuals-families/): Discover how CU Trust bank provides trust services for individuals and families, including trust administration and estate settlement tailored to your needs.
- [Bio - Benedetto](https://www.credituniontrust.com/bio-benedetto/): David Benedetto, EVP, Chief Fiduciary Officer, oversees trusts, estates, investment agency, and other fiduciary accounts. Reach out to learn more.
- [Partners](https://www.credituniontrust.com/partners/): CU Trust partners with attorneys, financial advisors, and FIs to provide fiduciary and professional trustee services that support client success.
- [Investment Solutions](https://www.credituniontrust.com/investment-solutions/): CU Trust provides fiduciary investment management, trust investment services, and professional oversight designed to protect, preserve, and grow wealth for individuals, families, and organizations.
- [For Advisors: Legacy Planning for your Clients](https://www.credituniontrust.com/advisors-legacyplanningforyourclients/): Learn how financial advisors can support legacy planning through wealth transfer and work alongside professional trustees with delegated and directed trusts.
- [Interested in Joining the CU Trust Team?](https://www.credituniontrust.com/careers/): Explore career opportunities at CU Trust, a Michigan trust bank providing trust administration, estate settlement, fiduciary, and investment services. Join our growing team.
- [Common scenarios that call for a professional trustee](https://www.credituniontrust.com/common-scenarios-that-call-for-a-professional-trustee/): Learn when a professional trustee may be the right choice. Explore common situations involving blended families, special needs planning, successor trustees, and family conflicts.
- [Building Your Team](https://www.credituniontrust.com/building-your-team/): Helping you prepare for the estate plan process by identifying and describing the roles professional people play in the process.
- [A Status Check on your Planning](https://www.credituniontrust.com/personal-checklist/): Use this personal estate planning checklist to assess your progress and plan for your important next steps. CU Trust
- [Addressing Myths and Misconceptions](https://www.credituniontrust.com/mythbuster/): Download our free Estate Planning Myths & Misconceptions Guide and learn the truth about wills, trusts, probate, blended families, and other planning mistakes.
- [Education & Resources](https://www.credituniontrust.com/education-and-resources/): Learn about wills, trusts, estate planning, and investment guidance with expert resources from Credit Union Trust to help you make informed decisions.
- [Helping your Philanthropic Clients Preserve their Legacy](https://www.credituniontrust.com/philanthropy/): The value of CU Trust as a resource for your philanthropic clients is magnified. Manage the assets, ensure terms are met, serve in advisory role to the cleint.
- [FIs](https://www.credituniontrust.com/fis/): CU Trust partners with banks & credit unions to deliver trust services that strengthen relationships and expand financial offerings, benefiting all involved.
- [Bio - Rourke](https://www.credituniontrust.com/bio-rourke/): Cathie Rourke | VP, Director of Marketing | CU Trust. Extensive experience marketing financial institutions and services, including banks and credit unions.
- [Bio - Hamlin](https://www.credituniontrust.com/bio-hamlin-2/): Anne Hamlin, VP, Lead Client Service Associate, CU Trust. 35+ years of trust and wealth management experience from a range of top regional banks.
- [CU Trust: An Original](https://www.credituniontrust.com/original/): Guests at our 5-year open house collaborated on a meaningful painting that represents who CU Trust is and what we stand for. Now displayed in our Troy office.
- [Bio - Seski](https://www.credituniontrust.com/bio-seski-2/): Mark Seski, Senior Portfolio Strategy, CU Trust. Extensive portfolio management expertise and knowledge of tax strategies that maximize client wealth.
- [Bio - Welch](https://www.credituniontrust.com/bio-welch/): Jim Welch, VP, Senior Trust Advisor, CU Trust | 25+ years of experience in personal trust administration and probate & estate settlement in western Michigan
- [David Benedetto Appointed Chief Fiduciary Officer](https://www.credituniontrust.com/benedetto-chief-fiduciary-officer/): CU Trust expanded its trust team with the addition of David Benedetto as EVP, Chief Fiduciary Officer, with growing trust and fiduciary business.
- [Bio - Summers](https://www.credituniontrust.com/bio-summers/): Jordan Summers, President and CEO, CU Trust. An attorney, Summers previously served as Market President for a regional bank. Reach out to learn more.
- [Bio - Rendel](https://www.credituniontrust.com/bio-rendel-2/): Gillian Rendel, VP, Senior Trust Advisor, CU Trust | Experience in estate planning, trust administration, and probate law. A former estate planning attorney,
- [Bio - Landis](https://www.credituniontrust.com/bio-landis/): John Landis, VP, Business Development | CU Trust. Extensive financial experience, including executive private banking and wealth management positions.
- [Attorneys: Recommended Language for Trust Documents](https://www.credituniontrust.com/attorneys-language-trust-documents/): Recommended naming language for attorneys to use when naming CU Trust in estate planning documents.
- [Advisors](https://www.credituniontrust.com/advisors/): Partner with Credit Union Trust to enhance client relationships through trust administration services backed by 100+ years of fiduciary experience.
- [Contact Us](https://www.credituniontrust.com/contact-us/): Connect with CU Trust bank to schedule a discussion or speak with a professional. Serving families, attorneys, advisors, & banks/credit unions across Michigan.
- [About Us](https://www.credituniontrust.com/about-us/): CU Trust (Credit Union Trust) is a Michigan trust bank providing trust & investment services in Michigan and beyond. We have 100+ years of fiduciary experience.
- [Client Stories for Prospect & Attorney Newsletter](https://www.credituniontrust.com/client-stories/): Navigating complexity with confidence. CU Trust is here to help clients and their families expertly navigate unique wealth management and estate planning situations. These recent real-life stories demonstrate our ability to handle a wide range of complex family situations and may help you consider your own need for a solid plan and a professional trustee
- [Achieve Goals](https://www.credituniontrust.com/achieve-goals/): Achieve your goals At Credit Union Trust, we specialize in helping people plan their financial future. Owned by Michigan credit unions, we bring a sense of community and years of expertise to every meeting. Whether we talk by phone, in a virtual meeting, or face-to-face, we look forward to discussing your current—and future—situation. If you
- [Trust is a powerful thing](https://www.credituniontrust.com/trust-powerful-thing/): Trust is a very powerful thing. If you are facing unexpected life events and family changes, it may be time to revisit your current trust or estate plan.Do you have the right trustee? Are your investments being actively managed? Are you receiving the level of support or service that you deserve?Access valuable guidance from an

## Elementor Header & Footer Builder

- [Landing](https://www.credituniontrust.com/elementor-hf/landing/): Landing Page 877.730.6109
- [Sam Header Test](https://www.credituniontrust.com/elementor-hf/sam-header-test/)

## Banners

- [Celebrating Second Anniversary](https://www.credituniontrust.com/second-anniversary)

## Services

- [Find<span> certainty </span>in times of uncertainty](/valuable-ways-to-control-your-future/): Valuable control and protection for you and your family
- [Learn about our <span>Trust Services</span>](/trust-and-estate-planning/): Have you considered the value of a professional trustee?
- [Attorneys: <span>Naming Documents</span>](/attorneys-language-trust-documents/): Recommended language for naming Credit Union Trust in documents.

## Featured Services

- [Building Your Team](/building-your-team/): It is important for you to have a team that has your best interests in mind. Do you and your team know what is expected of them? Let’s look at the make-up of the estate planning team and their responsibilities. Attorney: An individual, licensed by the state to prepare legal documents including: Wills, Trusts, Power
- [Investment Services](/investment-services/): Choosing the right advisor is a critical first step in an investment strategy. It’s important to feel confident in your advisor and trust in their ability to serve you. Our relationship with nationally recognized investment managers provides our clients opportunities that are not available at other organizations. We believe that clarity and communication are vital

## Categories

- [Uncategorized](https://www.credituniontrust.com/category/uncategorized/)