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What's an estate plan?

It's a set of legal documents and instructions. It goes beyond outlining your financial assets. An estate plan also addresses important preferences like choosing trusted guardians for your children and pets.

You can also state your health care choices in the event you can no longer make those decisions yourself.

Who's it for

It's for anyone who wants to secure their family's financial future.

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We're working with Trust & Will to provide members and customers an easy way to create estate plans online. Trust & Will is a leader in online estate planning. More than half a million families trust them with their estate planning needs.

Learn more about estate planning with Trust & Will.

What they offer

Plans for a will can help address estate planning and medical concerns.

  • Determine how assets will be distributed.
  • Nominate guardians for children and pets.
  • Designate health care agents and specify what happens in a medical emergency.

Plans for a trust can offer all the features of a will and more.

  • Add conditions to how assets will be distributed.
  • Create a revocable living trust.
  • Include a list of all assets.

Why choose Trust & Will?

Trust & Will offers state-specific and legally valid documents and customized guidance to meet your family's needs. Step-by-step instructions can help you create your plan online in about 20 minutes.

A support team is available to answer your questions.

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