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Routing Number: #211382931
Routing Number: #211382931
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Easy Estate Planning

Trust & Will

Let Trust & Will's online experience guide you to a plan that gives you peace of mind at an affordable price.

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Faster and Easier

Trust & Will1 guides you through the process of creating a will one question at a time. With their easy-to-use platform, create a plan that's right for any life stage from the comfort of your home.

  • Members receive 20% off the initial purchase of any estate plan2
  • Appoint guardians for your minor children, and pets
  • Select beneficiaries to receive specific assets
  • Complete your healthcare documents, including HIPPA authorization and appointing Power of Attorney
  • Communicate final arrangement wishes

 

Get Started Today

Did you know? 68 percent of Americans don't have an estate plan

Which Plan is Right for You

Not sure where to begin? Check out these articles to help determine which plan is right for you.

  • Will vs Trust: What's the Difference and Which is Right for Me?
  • Types of Wills: How to Choose the Best Option
  • A Complete Guide to Estate Planning

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Workers Blog

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Woman writing to do list

Date Posted | Jan 05, 2023

A January Jump Start
Although many people make New Year’s resolutions about exercise and dieting, the best resolution you can make is to get your financial house in order. Here is a to-do list for January.
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Date Posted | Feb 03, 2023

Legacy Planning - A Gift For Those Important To You
Workers Credit Union provides tips that can help make estate planning easier, including a great resource offered at a discount to WCU members.
Read More

Date Posted | Jan 18, 2022

An Action Plan for Getting Out of Debt
Losing a job, making a bad investment, or living beyond your means are just some of the reasons people find themselves financially underwater. Here are some tips to help you take control of your debt.
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1Trust & Will is offered as a benefit to Workers Credit Union members and is provided directly through this third party, not by Workers Credit Union or its affiliates. Offers are subject to change and may have restrictions. Please contact Trust and Will directly for details.

2 Love My Credit Union Rewards and Trust & Will is offering 20% off the initial purchase of an estate plan for Workers Federal Credit Union members. No promo code is required; the 20% discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Offer valid only by using the above link and on an initial purchase of an estate plan, and does not apply to shipping, taxes, Attorney Support or estate settlement offerings. Subsequent upgrades aren’t eligible for discount. Offers are subject to change and may have restrictions. Please contact Trust and Will directly for details.

3According to a survey completed by Caring.com Caring.com Study Finds 4 in 10 Americans Don't Think They Have Enough Assets to Create a Will published January 22, 2024.

Trust & Will 961 West Laurel Street San Diego, CA 92101 United States

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