Trust & Estate Planning

Credit Union Trust provides trust and investment management related services primarily to credit union members. While credit unions routinely provide a range of wealth management services for members, they are unable to directly provide fiduciary services. Credit Union Trust also offers investment management solutions for foundations, not-for-profit entities and other community-based entities. Credit Union Trust Investment and Fiduciary services include the items below.

 

Your personal trust officer is available to provide information and assistance on any number of different financial and estate planning matters. Whether your financial needs are simple or complex, our professional team has the resources and experience to manage your finances and family relationship successfully.

Trust Services

  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Custodial Accounts
  • Individual Retirement
  • Accounts
  • Charitable Trusts

Fiduciary Services

  • Estate Administration
  • Personal Representative
  • Agent for Fiduciary
  • Co-Trustee Services
  • Veteran’s Accounts
  • Conservatorships

Investment Services

  • Investment Management
  • Brokerage Services
  • Special Asset Mgmt.
  • Financial Planning
  • Insurance Services