Helping our members plan for all of life’s moments is important to us. That’s why we’re working with Trust & Will, the leading online estate planning platform in the U.S., to provide you with an easy and affordable way to create your estate plan online from the comfort of your own home.

What does an estate plan do?

A lot of people hear the phrase “estate plan” and think it’s something only wealthy people need, but that’s a common misconception. The truth is everyone can benefit from having an estate plan in place, no matter their age or wealth.

With an estate plan, you can:

• Name guardians for your children.
• Designate beneficiaries to receive specific assets.
• Complete your important healthcare documents, including selecting a power of attorney.
• Specify your final arrangement wishes.
• Avoid probate (with a Trust-Based Estate Plan).
• Give your family peace of mind.

Learn more about estate planning basics.

Why does Grow recommend Trust & Will?

Sometimes, getting an estate plan drawn up can be complicated, time-consuming and expensive. We like that Trust & Will makes estate planning simple and accessible for everyone.

When you use Trust & Will, you can expect:

• Premiere security
• Top-rated member support
• Attorney-built documents customized by you
• An easy-to-use online platform

Plus, it’s fast. Most people complete their estate plan in less than 30 minutes! Trust & Will is designed to be user-friendly for everyday families. It’s a great fit for anyone with an uncomplicated estate, which typically includes less than $5 million in assets.

Here’s how it works:

1. Answer a few simple questions to create your estate plan by deciding what’s right for you and your family — with all options customized to your specific needs.
2. Instantly download or ship your documents.
3. Finalize your documents and make them legally binding with your signature and a notary, at your convenience.

Ready to create your estate plan? Grow members receive 25% off an estate plan through Trust & Will.

GET STARTED

The credit union is not offering legal advice. If legal advice is needed, please consult legal counsel.

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Posted In:

• General Education
• Investment Education