Estate Planning with Trust & Will
Estate planning is the best way to secure your family’s legacy and set your loved ones up for the future. That’s why we’ve partnered with Trust & Will to offer our Members simple, secure, and customizable online estate planning services that are customizable to their specific needs:
- Convenient & simple. Whether you’re creating your estate plan or settling plans for a loved one, Trust & Will’s products break it down step-by-step.
- Clear & affordable pricing. Take the guesswork out of estate planning with transparent pricing and payment plan options.
- Expert support. Get support along the way with personalized guidance and unlimited chat and technical support.
As a UFCU Member, you get access to a 20% discount on any estate plan, so navigating estate planning and settlement has never been easier.
Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.