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.
Services Offered Contact Our Team
Discover the security that comes with a better plan.
Credit Union Trust was founded by Members First Credit Union and other Michigan credit unions to provide trust and estate planning solutions to our members and the public. Their products and services are designed to create, protect, maximize, and preserve wealth for you and your families—protecting your legacy and providing valuable peace of mind.
Their team of trusted advisors is ready to help create a solid plan for what matters most to you. They’re not focused on asset amounts; they are more concerned with what is happening in your life and how it might affect your financial legacy and family harmony—both now and after you are gone.
Our professional services are especially valuable for those with:
Complex family relationships
Loved ones with special needs
Family businesses
Significant charitable interests
Concerns about incapacity
Need for a better plan
Valuable Support
The professional CU Trust team covers a wide range of needs, including:
Trust Services & Support
Revocable Trusts
Irrevocable Trusts
Special Needs Trusts
Individual Retirement Accounts
Charitable Trusts
Fiduciary Services
Estate Administration
Personal Representation
Agent for Individual
Co-Trustee Services
Veteran’s Accounts
Conservatorships
Investment Services
Investment Management
Custodial Services
Special Asset Management
Coordination with Existing Investment Programs
Business Succession
For more information to discuss your needs or schedule an appointment, contact us.
Helping is in our nature.
Learn more about wills, trusts, estate planning, and how to select representatives that will best serve your interests and needs. Our goal is to help you make informed decisions that bring increased peace of mind.
Myths Guide
Let us help you separate truth from fiction with a guide to common Myths and Misconceptions.
Getting Started
Let’s start with a realistic assessment of where you are in building a solid estate plan, and figure out what’s next.
CU Trust Services
If you are interested in increased protection and the ability to control the distribution of your assets, creating a trust is one of the most important steps you could take.
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.
Credit Union Trust does not guarantee investment results in its fiduciary accounts. Where non-deposit investment products are used, such investment products are not insured by the FDIC, are not deposits or other obligations of Credit Union Trust and are not guaranteed by Credit Union Trust, and are subject to investment risks, including possible loss of the principal invested.
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