Secure Your Family's Future with an Estate Plan
For a limited time get 30% off an estate plan.
We partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.
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Benefits of Trust & Will
- Affordable services: Members save 20% off any estate plan and get the first shipment of documents for free.
- Expert support: Their team of experts is available to help if you have any questions along the way.
- Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
- Built by attorneys, customized by you: State-specific, legally-valid documents that are customizable to meet your family’s needs.
All of your estate planning needs in one place.
Will-Based Estate Plan
This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.
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Trust-Based Estate Plan
This includes all the features of a Will and more.
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Live Webinar April 16th at 6 PM ET
We’re excited to host a LIVE Estate Planning 101 Webinar for credit union members on Wednesday, April 16, 2025 at 6:00 PM ET. Craig M. Parker, Assistant General Counsel at Trust & Will, will guide attendees through the estate planning essentials, helping them take charge of their financial future. This webinar will cover:
- What is Estate Planning and why is it important
- Key differences between a Will and a Trust
- How to determine the best plan for individual needs
- Steps to create a legally binding estate plan with Trust & Will
Disclaimer:
For a limited time Trust & Will is offering 30% off the initial purchase of an estate plan. No promo code is required; the discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren’t eligible for a discount.
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