Trust is a very powerful thing.
Working with a professional resource to help plan and protect your financial legacy may be the most valuable decision you make. In the past, however, it could be difficult to find a knowledgeable source that was accessible, reasonable, and personal. That’s why Members First helped form Credit Union Trust.
Our Trust and Estate Services: Your Legacy
Credit Union Trust offers trust products and services designed to create, protect, and preserve wealth for individuals and families, as well as foundations, not-for-profits, and other community-based entities. Your personal trust officer is available to provide information and assistance on a variety of 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 relationships successfully.
CU Trust’s products and services help individuals, families, and communities grow, protect, and preserve what matters most. We help safeguard assets and ensure that they are distributed according to your wishes. We are also there when life leads to the need for a change in your plan.
Our professional services are especially valuable for those with:
Complex family relationships
Loved ones with special needs
Significant charitable interests
Concerns about incapacity
Need for a better plan
The professional CU Trust team covers a wide range of needs, including:
Trust Services & Support
Special Needs Trusts
Individual Retirement Accounts
Agent for Individual
Special Asset Management
Coordination with Existing Investment Programs
Gaining knowledge about wills, trusts, and estate planning can assist you in making informed decisions and provide peace of mind.
Referrals are forwarded to Credit Union Trust, which is an organization that specializes in Trust services. Not guaranteed by the NCUA or Members First Credit Union. May involve risk, including the possible loss of principal.Go to main navigation