Oakland University Credit Union

Ensure Your Financial Legacy Thrives

OU Credit Union has partnered with Members Trust Company (MTC), the leading provider of trust and investment services to America's credit unions and their members.

Members Trust Company will help you administer your trust with a team that is committed to ensuring your financial legacy thrives. MTC acts as a trustee or co-trustee and has a fiduciary responsibility to act in your best interest. MTC will communicate with your beneficiaries, collect, appraise and distribute assets, file taxes and more. MTC can service special needs trusts, fill the role of financial guardian or conservator, serve as financial Power of Attorney, and/or settle your estate.

Benefits of having a trust and estate plan:
• Helps to preserves family harmony
• MTC has a fiduciary responsibility to administer the trust exactly as intended
• Helps when you have financial inexperienced loved ones
• MTC can invest your assets to work for you
• Helps navigate legally complex details and helps have difficult conversations with family and beneficiaries

Have questions, or for more information call us at 517-333-2424 ext. 7280 to talk with a team member.

Manage Trust and
Estate Plans

Members Trust can help you navigate through the various stages of planning, including wealth accumulation, protection, and legacy.

Trusted Credit
Union History

Founded in 1987, MTC is the first national trust and investment firm owned by and for America's Credit Unions and regulated by the Office of the Comptroller of the Currency.

Leading in Expertise
and Innovation

MTC's team of investment professionals has been continually recognized in the industry as innovators and subject matter experts in trust and investment solutions.

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How is Members Trust Company different from other financial institutions?

Members Trust Company is owned by credit unions and is dedicated to serving credit union members and their families nationwide. While operating under the same values as its credit union partners, Members Trust Company focuses on providing personalized service, wall street expertise, and customized solutions to clients as they plan for the years ahead.

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What services does Members Trust Company offer?

Members Trust Company offers a wide range of services to help clients protect and grow their assets, minimize taxes, and ensure their wealth is distributed according to their wishes. These services include trust administration, estate planning, investment management, real estate and specialty asset management, retirement planning, and charitable planning.

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Is my money safe with Members Trust Company?

Members Trust Company is a federally chartered trust company regulated by the Office of the Comptroller of the Currency (OCC) and subject to oversight by the Federal Deposit Insurance Corporation (FDIC). These regulatory bodies ensure that Members Trust Company adheres to strict financial standards and practices, safeguarding clients' assets and maintaining the highest levels of professionalism and integrity.

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What fees are associated with Members Trust Company's services?

The fees for Members Trust Company's services vary depending on the specific service provided and the complexity of the client's financial situation. Members Trust Company is committed to transparency and will clearly outline any fees associated with their services during the consultation.

For more information, call 517-333-2424, ext. 7280, to talk with a team member.

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How do I become a client of Members Trust Company?

As a member of MSUFCU, you already have access to Members Trust Company's services. Call us at 517-333-2424 ext. 7280 to talk with a team member and start the planning process.

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