We've partnered with Trust & Will to help our members plan for their family's future
Cover What Matters Most.
No one likes to think about what happens after they're gone, but preparing for the unexpected now is the best way to ensure you’ve covered what matters most. With an Estate Plan, you can nominate guardians for your children and pets, determine how your assets will be distributed, specify your final arrangement wishes, and so much more.
Who is Trust & Will?
Trust & Will is the leading online estate planning platform in the U.S. whose mission is to provide families a better way to plan for the future. In our efforts to grow and provide more valuable services to our clients, we’ve partnered with them to provide you an exclusive discount.
Start today and receive 20% off any estate plan as a credit union member.
Learn More About Trust & Will
As one of the most trusted names in online estate planning, Trust & Will makes estate planning simple, affordable, and completely customizable, allowing you to create a complete Estate Plan in minutes from the comfort of your home.
All of their documents have been built by estate planning attorneys to meet the highest legal standards, are state-specific, and are customized to meet anyone’s specific needs. Paired with best-in-class member support, they are simplifying the complicated estate planning process.
With an Estate Plan, You Can:
- Nominate guardians for your minor children and pets
- Select beneficiaries to receive specific assets
- Complete your healthcare documents – including selecting a power of attorney
- Specify your final arrangement wishes
- Minimize future expenses and reduce estate taxes
- Avoid probate (with a Trust-Based Estate Plan)
- Give your family the peace of mind knowing you have a plan in place
Remember, estate planning isn’t just about protecting your finances and deciding how you want to distribute your assets and to whom. A complete estate plan also includes your healthcare documents, which allow you to appoint a medical power of attorney and leave explicit wishes regarding your end-of-life care. This would give your family a predetermined plan to follow in the case of a medical emergency, instead of having to make those important decisions on their own.
