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Estate Planning

Trust and Will

October is National Estate Planning Awareness Month!

ITCU members can enjoy 30% off an estate plan of their choice* throughout the  month!

Click Here to Get Started!

Who is Trust & Will?

Trust & Will is the leading online estate planning platform in the U.S. whose mission is to provide families a better way to plan for the future. In our efforts to grow and provide more valuable services to our clients, we’ve partnered with them to provide you an exclusive discount.

Start Today and Receive 30% Off the Estate Plan*

As one of the most trusted names in online estate planning, Trust & Will makes estate planning simple, affordable, and completely customizable, allowing you to create a complete Estate Plan in minutes from the comfort of your home.

All of their documents have been built by estate planning attorneys to meet the highest legal standards, are state-specific, and are customized to meet anyone’s specific needs. Paired with best-in-class member support, they are simplifying the complicated estate planning process.

With an Estate Plan, you can:

  • Nominate guardians for your minor children and pets
  • Select beneficiaries to receive specific assets
  • Complete your healthcare documents - including selecting a power of attorney
  • Specify your final arrangement wishes
  • Minimize future expenses and reduce estate taxes
  • Avoid probate (with a Trust-Based Estate Plan)
  • Give your family the peace of mind knowing you have a plan in place

30% off the Estate Plan of Your Choice*

Create your Trust or Will today and gain peace of mind knowing you have a plan in place for your family, future, and legacy.

Get Started


Remember, estate planning isn’t just about protecting your finances and deciding how you want to distribute your assets and to whom. A complete estate plan also includes your healthcare documents, which allow you to appoint a medical power of attorney and leave explicit wishes regarding your end-of-life care. This would give your family a predetermined plan to follow in the case of a medical emergency, instead of having to make those important decisions on their own.

Not sure which plan is right for you? Check out some of these helpful articles:

Still have questions? Visit Trust & Will’s website and their dedicated member support team will help you throughout every step of the process.

See what others are saying about Trust & Will

Trust & Will Feedback from Users Circa August 2022

Plan today for what happens tomorrow. Get Started today and take 30% off the plan of your choice*!

InTouch Credit Union benefits are provided by third parties, not by InTouch Credit Union or its affiliates. Providers pay royalty fees to InTouch Credit Union for the user of its intellectual property. These fees are used for the general purposes of InTouch Credit Union. Some provider offers are subject to change and may have restrictions. Please contact the provider directly for details.

*Trust & Will, the leading digital estate planning platform, is offering a 30% discount on estate plans for InTouch Credit Union members. No promo code required, this discount is automatically applied at checkout to the initial purchase of a Will or Trust-based estate plan.
 
Trust & Will 8605 Santa Monica Blvd #40156 West Hollywood, California 90069-4109

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