If you have served as a trustee for clients and are now looking to retire from that work—or at least reduce your responsibilities—consider how CU Trust might help.

CU Trust has several options that may help you transition that business in the way you prefer. Depending on your wishes, CU Trust could be appointed as an agent, co-trustee, or full trustee. You protect your clients’ best interests while also giving yourself the freedom to live your life on your own terms.