Trust & Will Estate Planning
SDFCU has partnered with Trust & Will to help make estate planning simple and affordable for our members.
Benefits of Using Trust & Will to Build Your Plan
Create an Estate Plan and get the peace of mind you deserve.
Who is Trust & Will?
The step-by-step online experts
Trust & Will has helped hundreds of thousands of families create estate plans, customized to fit their needs, their life, and their legacy. No matter what stage of life you are in, it is critical to have a solid estate plan in place.
In about 30 minutes, from the comfort of your home, you can create your trust or will and gain peace of mind knowing you have a plan in place for your family, future, and legacy.
Helpful Resources
Take the Quiz
Not sure which option is right for you? Simply answer a few quick questions and let Trust & Will provide you with a personalized recommendation.
Will vs. Trust
Discover what the differences are between a trust and a will and which one is more suitable for your estate planning needs.
Estate Planning 101
Take a look at this short article which breaks down the estate planning process into easy-to-understand steps.
Trust & Will FAQ
Find answers to commonly asked questions about estate planning.
- What is Estate Planning?
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Estate Planning is the process of making it clearly known how you want your estate to be managed after you pass or if you are incapacitated and unable to oversee things on your own. With Trust & Will you can build an estate plan for about 70% less than the cost of using an attorney.
- How long does the estate planning process take?
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Utilizing the Trust & Will platform, most people can complete their document in about 30 minutes. Your answers are saved as you go, so you can pause and come back to pick up where you left off at any time. In addition, if you have questions along the way, Trust & Will provides dedicated customer support via phone, chat, or email.
- Are Trust & Will Estate Plans legal?
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Trust & Will Estate Plans have been created by top attorneys but customized by you. Every plan is legally valid, state specific, and created to meet your specific needs.
Disclosure
*Trust & Will, a leading digital estate planning platform, is offering a 10% discount on estate plans specifically for SDFCU members. No promo code required, the 10% discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan.