Webinar Registration 2026—Thank you survey

WEBINAR

Tuesday, October 27
11:00 am – Noon ET

Presented by: Jordan Summers, CEO and President, CU Trust

A link will be emailed to you prior to the meeting.

Thank you for registering

Before you go, please complete this survey so we can be sure we are providing information tailored to your needs.

Tell us a bit about yourself.

Do you currently have an estate plan?

I have a full plan that includes a will, power of attorney, trust, etc. I have a basic plan with just a will. No, I don’t have a plan yet.

Has your estate plan been updated in the past three years?

Yes No I don’t have a plan

What are your main concerns? (Select all that apply.)

Deciding who gets what Having the right trustee Talking about it with loved ones Concerns that it will cause family conflict Making sure my wishes are followed Passing along family values, not just assets

Which of these topics would you most like us to discuss during the webinar? (Select all that apply.)

Reducing stress and complexity for my family Creating a lasting family legacy Addressing the complexities of a blended family Trustee selection and responsibilities Family communication strategies Charitable giving

Let us know if you have any other questions we can help with.

Helping is in our nature.

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.

CU Trust (Credit Union Trust) is a Michigan trust bank specializing in trust administration, estate settlement, fiduciary, and investment services.

Facebook Linkedin Instagram