Estate Planning
Where There’s a Will, There’s Peace of Mind
Here’s a reason to stop procrastinating: through LPL Financial*, UFCU provides Members with an exclusive 20% discount on online estate planning services by reputable provider Trust & Will.
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 LPL Financial* at UFCU is making Trust & Will available to our Members for 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.
* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UFCU and UFCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UFCU Investment Services, and may also be employees of UFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UFCU or UFCU Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value