Trust Services

Professionalism and Expertise – Bringing You and Your Family Peace of Mind

At some point, you or your family may require professional trust or estate administration services. One of the best gifts you can give your family is organized finances. This includes an arrangement to have your trust or estate professionally administered.

UW Credit Union offers comprehensive trust and estate settlement services as well as sophisticated wealth management options through our business partner, First Business Trust & Investments.

First Business can be named as a trustee, successor trustee, or personal representative in your trust or will. They can work directly with you and your attorney when such services are requested.

Take Advantage of This Opportunity

If you are a trustee of your own or for a family member's trust and need professional investment assistance, consider First Business Trust & Investments. First Business can manage complex trust assets on behalf of the trustee in accordance with an investment policy uniquely tailored to your family's wealth management needs.

Learn more about the resources offered exclusively to UW Credit Union members through our partnership with First Business Trust & Investments and discover how a corporate trustee can help you and your family – today and tomorrow.

Note to Attorneys: For naming purposes in estate planning documents please use the corporate trustee's full legal name: "First Business Trust & Investments, A Division of First Business Bank."