Whether handling distributions, managing real estate and other special assets, or communicating with interested parties, CU Trust combines a high level of trust administration expertise with professional, caring service. We are in the ‘peace of mind’ business.
A key part of any estate plan is ensuring you have the partnership and guidance you and your loved ones need. Our attentive (and very experienced) team of trusted advisors offers a high level of professionalism, expansive knowledge of managing trusts, and dedication to the growth and protection of your legacy.
You need someone to represent your interests, protect your assets, and follow your wishes.
Consider the many benefits of using a professional.
Clients benefit from our depth of experience, matched by a belief in a different and better way. Our caring professionals take the time to share information and ask questions. We are more flexible on minimum asset levels than traditional trust banks, allowing us to help more individuals and organizations in our community.
We never lose sight of what matters most to you.
We believe that clarity and communication are vital in our relationship as your trusted advisor, taking our role seriously as “part of the family.”
All accounts undergo a thorough review at least once a year.
Our team is located in Michigan and available for updates and inquiries.
We prioritize communication, ensuring that goals and actions are understood.
