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.

 

Get Started

 

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

$199 | $159.20 | 20% OFF

This outlines how you want your dependents, financial assets, and medical concerns to be taken care of.

  • Nominate trusted guardians for children and pets
  • Determine how assets will be distributed
  • Designate healthcare agents and specify what happens in a medical emergency

Create Your Will

Trust-Based Estate Plan

$499 | $399.20 | 20% OFF

This includes all the features of a Will and more.

  • Add conditions to how assets will be distributed
  • Create a revocable living trust
  • Avoid probate court

 

Create Your Trust

 

 

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

Sign Up Here

 

 

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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