Trust Services

Are you considering a Trust? Do you have questions about Will or Estate Planning?

We have the expertise you need to navigate these important and complex issues. If you’re interested in learning more about Revocable and Irrevocable Trusts, Special Needs Trusts and Custodial Accounts, IRAs and Charitable Trusts or Fiduciary Services, please contact us at 877-730-6109 or contact us to schedule an appointment and receive personalized solutions that are customized to you and your needs.

Team One Credit Union is proud to be a founding partner of Credit Union Trust

Our Story

Credit Union Trust was organized by credit unions to serve the needs of credit union members and to assist members in the creation, protection, and preserving of wealth for themselves and their heirs.

What we do

Credit Union Trust provides trust and investment management related services primarily to credit union members. While credit unions routinely provide a range of wealth management services for members, they are by law unable to directly provide fiduciary and trust administration services. Credit Union Trust now provides these services to members and the public. Credit Union Trust also offers investment management solutions for foundations, not-for-profit entities and community-based entities. Credit Union Trust investment, fiduciary and trust services include:

Trust Services	Fiduciary Services	Investment Services
Revocable Trusts	Estate Administration	Investment Management
Irrevocable Trusts	Personal Representative	Brokerage Services
Charitable Trusts	Agent for Fiduciary	Special Asset Management
Special Needs Trusts	Co-Trustee Services	Financial Planning
Custodial Accounts	Veteran’s Accounts	Insurance Services
Individual Retirement Accounts	Conservatorships	-

Credit Union Trust was established by seven Michigan Credit Unions to serve the needs of our members by providing these and other related services at the critical times in life when they’re needed. Credit Union Trust has an experienced team of professionals that are here to help with all such trust and family planning needs for today and future generations.

3 Benefits A Trust Account Has Over A Will

More Privacy – Wills are public documents that anyone can access. A trust, on the other hand, is a private document that’s accessible only to the trustee and their chosen designates.
Control of Asset Distribution – A trust allows you to pay out inheritances in smaller payments, and to condition them according to attainment of specified milestones.
Ease of Use – A trust can give you more control and more privacy than a will, including the ability to avoid probate.

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.