Credit Union Trust
Our trusted partner for your future
Credit Union Trust is a trust bank created by credit unions for our members.
Why establish a trust?
Investment services
- Investment management
- Custodial services
- Special asset management
- Coordination with existing investment programs
- Business succession
These services help protect your legacy—even when you have relationships with other investment advisors. CU Trust offers valuable fiduciary guidance and oversight.
Could Credit Union Trust help you?
Here are a few life circumstances that might benefit from a conversation with Credit Union Trust:
- Complexities of a blended family
- Concerns about incapacity
- Life-changing milestones
- Loved one with special needs
- Family-owned business
- Significant charitable interest
- Changing a trustee or trust bank
- Ready to create a will or trust
Trust services & support
- Revocable trusts
- Irrevocable trusts
- Special needs trusts
- Individual retirement accounts
- Charitable trusts
Credit Union Trust’s services and support help secure your future and provide valuable peace of mind.
Fiduciary services
- Estate administration
- Personal representative
- Agent for fiduciary
- Co-trustee services
- Veteran’s accounts
- Conservatorships
Benefit from a professional, knowledgeable resource that prioritizes your best interests and financial well-being while expertly managing your financial affairs.
A legacy of service
With a team of skillful trust administrators, former estate planning attorneys, and other experienced financial leaders, Credit Union Trust is dedicated to offering the expertise that matters, and the personal service members deserve.
Building better community, one member at a time
We know that when our members are living well and enjoying healthier finances, our communities are better off. That’s why we offer smart solutions and great banking benefits.
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.