CU Trust is uniquely suited to support trust and estate attorneys. We provide trustee services and fiduciary protection for your clients—supporting your efforts, expanding your resources, and increasing your value.
We are a bright spot in the trust services industry: a newer corporate fiduciary with a caring, skillful staff, a strong financial backing, and a philosophy of ‘people helping people’ that benefits both attorneys and their clients.
Attorneys appreciate that we are local and nimble—with decisions and actions offered promptly and thoughtfully—and that we respect their existing relationships. They also value CU Trust’s flexible platform, our lack of high minimums, and our willingness to handle real estate and unique assets.
We offer long-term stability and continuity, thanks to our ownership group of financial institutions with more than $12 billion in assets. While our dedication to service began with our credit union founders, it is applied to all our relationships, CU members and non-members alike.
With CU Trust as a resource, attorneys can remain focused on developing new relationships and nurturing their existing clients, while confidently offering our services to those who need them.
We respect the existing relationships you have with clients, CPAs, and investment advisors—and have the flexibility to provide fiduciary support without competition or confusion.
When an individual or family requires additional investment support or resources, we are available to offer guidance and oversight as needed.
Do your clients understand that their particular situation may warrant a professional trustee? Here are some of the most common reasons why.
Credit Union Trust recommends that attorneys consider adding specific provisions in their documents when drafting new agreements or making substantial changes to their client’s documents.
With a skillful team that understands the importance of partnership, CU Trust successfully delivers what you and your clients need, including:
Trust Administration
Estate Settlement
Agent for Trustee
Co-Trustee
Bill Pay
Veteran’s Accounts
Conservatorships
Trusteed IRAs
Custodial Services
Foundations & Endowments
Investment Management
Special Asset Management
Coordination with Existing Investment Programs
Business Succession
A CU Trust Advisor is ready to answer questions and help you take the next step, whether you’re curious about how we could partner or have a client you would like to connect us to.
We are headquartered in Troy and have representatives across Michigan.
Does your client really understand the benefits and drawbacks of an individual vs. a professional trustee? It’s an important decision and this article may help.
If you have served as a trustee for clients and are now looking to retire or reduce your responsibilities, consider CU Trust. We are a valuable resource for attorneys looking for options that protect their clients while also increasing their time to focus on other matters.
Sanford J. Mall, Attorney
