Interested in Creating a Trust?
There are many decisions to be made before creating a trust, including whether or not a trust is appropriate for your needs. A financial advisor with our subsidiary, Northwest Financial Advisors, can help guide you and refer you to a qualified attorney to create your legal trust document.
Already Have a Trust?
If you have already set up a trust but need to transfer your assets to it, the financial institution holding your assets can help. Each will have different policies and procedures in order to transfer ownership of your assets to the trust.
If you need to retitle an existing Northwest Federal Credit Union account to a trust or would like to open a new account with us to fund your trust, please see the Establish a Credit Union Trust Account directions below.