Trust & Will Easy Estate Planning
Let Trust & Will's online experience guide you to a plan that gives you peace of mind at an affordable price.
Learn MoreFaster 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% (30% during October 2024) 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
Which Plan is Right for You
Not sure where to begin? Check out these articles to help determine which plan is right for you.
Workers Blog Read More
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 MoreA 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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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.
2Trust & Will is offering 20% off the initial purchase of an estate plan for Workers Credit Union Members. 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.
Love My Credit Union Rewards and Trust & Will is offering a limited time 30% discount on the initial purchase of estate plans specifically for Workers Federal Credit Union members. No promo code required; the 30% discount is only available by using the above link and is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan. Subsequent upgrades aren't eligible for discount. This limited time offer begins on October 1, 2024, at 12am PST and ends on October 31, 2024 at 11:59:59 PST. 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 Willpublished January 22, 2024.