Estate Planning

Where There’s a Will, There’s Peace of Mind

Here’s a reason to stop procrastinating: Trust & Will offers UFCU Members a 20% discount on their online estate planning services.

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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.

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Resources & Tools