Trust Services

Credit Union Trust provides professional trust and investment services to help you and your family create, protect, maximize, and preserve your assets. The Credit Union Trust team lives the philosophy of “people helping people,” every day. Credit Union Trust is here to share information, answer questions, and help you take the next step, whether you are interested in:

Creating a new trust
Transferring a trust from another bank
Understanding more about the value of a professional trustee
Choosing a professional trustee
Choosing a personal representative for your will
Getting started on an estate plan

Who Needs Trust Services?

If you are interested in increased protection and the ability to control your assets, establishing a trust may be the most important financial step you take. Trusts are particularly helpful for:

Families with special needs
Blended families
Individuals worried about incapacity
Those looking for more control or privacy
Families concerned about vulnerable parents

A Caring Trust Team

Credit Union Trust was created to offer a higher level of personal service, in the credit union spirit, to more individuals and their families. We are here to answer questions and provide resources that can lead you to greater peace of mind. Our team offers an impressive level of experience, backed by a belief in a different and better way.

Jim Welch, Vice President, Credit Union Trust

Jim has more than 25 years of experience in personal trust administration and probate & estate settlement and is extremely knowledgeable about the western Michigan market, having lived and worked there for more than 20 years. A National Trust School Graduate of both University of Chicago and Northwestern University, Jim received his CTFA designation in 2004. He holds a Bachelor of Science from Western Michigan University.

Interested in learning more?

Gerber FCU Investment Services
Phone: (231) 924-4880 option 5
Email: tstumpo@firstheartland.com