PHOENIX — Through a three-way collaboration, eight Arizona credit unions are now able to bring trust services to their members.
Credit Union Financial Network has partnered with Phoenix-based AST Trust Co. to offer independent estate planning advice to Deer Valley Credit Union, Sun Country Credit Union, Credit Union West, Altier Credit Union, TruWest Credit Union, Vantage West Credit Union, Tucson Old Pueblo Credit Union, and Desert Energy Credit Union.
The credit unions will also be able to negotiate discounts with independent estate planning attorneys, certified public accounts and trust companies "who do not have proprietary products to sell," said Mike Prior, president/CEO, CUFN. Complimentary trust reviews and co-trustee arrangements will also be available to members. AST Trust has agreed to help members who have a minimum of $250,000 in assets.
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