Trust & Will
Secure your family's future
Consumers Credit Union has partnered with Trust & Will, a leading online provider of estate planning services in the U.S. As our member, you can enjoy a 15% discount on their estate services to help safeguard your family's legacy. It’s fast, easy, and most importantly will give you peace of mind knowing your family’s future is secured.START TODAY
- 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
- Minimized future expenses and reduce estate taxes
- Give your family the peace of mind knowing you have a plan in place
Rated 4.8/5 based on thousands of reviews on Trustpilot: Join over half a million families who secured their legacies through Trust & Will.
Best-in-class member support: Their team of experts are available to help if you have any questions along the way.
Easy-to-use online platform: Simple, step-by-step questions to complete your will or trust.
1 year of membership included: Safely and securely store your important documents, share with your family or financial advisor, and make updates as needed.
Built by attorneys, customized by you: Customizable, state-specific and legally-valid documents
Not sure which plan is right for you?
Answer some questions about yourself to get matched with a plan.
Frequently Asked Questions
How long will this take?
Most people complete a will in 15 minutes and a trust in about 20 minutes. All of your answers are saved as you go, so feel free to pause and come back to pick up where you left off at any time!
What's the difference between a trust and a will?
Wills and trusts have a lot of overlap, but also a lot of differences.
Wills are simpler documents that let you name guardians for kids and pets, designate where assets go, and specify final arrangements. The simplicity of a will does come with some drawbacks: a will offers more limited control over the distribution of assets and often has to go through a probate process after death.
Like a will, a trust also controls the disposition of assets but provides greater control over when and how your assets are distributed. Trusts only apply to assets held in the trust, so you will need to transfer assets to the trust. This makes a trust a little more complex to set up, but it brings a major benefit. Trusts are also often used to minimize or avoid probate entirely, which can be a huge draw for many and justifies the additional work upfront needed to create a trust.
Both are ways to say who will receive your assets. Each just has different ways of distributing those assets, as well as different advantages and disadvantages.
You can learn more about trusts and wills here!
How can I edit my documents?
You can make updates to your documents directly from the Summary page in your account! Just take the following steps to get there:
- Click “Summary” from the menu bar on the left side of the page.
- Scroll to the section you’d like to update and click on it. That takes you back to the relevant questions and allows you to edit your answer. Remember to click “Save & Continue” to save the changes!
- Click “Save & Exit” to return to the Summary page.
You can request a shipment* of the latest version of your documents or download and print from your account. Learn how to download and print your documents here.
What is included in my annual membership?
The annual membership offers many benefits to Trust & Will users! Pricing and more info are below.
The first year from the purchase date is free of charge. After that, pricing depends on the Estate Plan you choose:
- Will-based Estate Plan: $19 per year
- Trust-based Estate Plan: $39 per year
Once enrolled in the annual membership, you can do the following:
- Use our Document Upload feature to store digital copies of important documents (such as deeds, banking info, vehicle titles, etc.) along with your estate plan.
- Use our Shared Access feature to share your estate plan and uploaded digitally docs with loved ones.
- Edit your Estate Plan as life unfolds.
- Download your documents free of charge, at any point in time.
What should I do after my documents are signed?
Signing your trust or will is generally a simple process and must be completed to make your documents legally binding. Learn more here!
What should I do once my documents are signed?
- Store in a safe place
- Notify loved ones of the location
- Review and update your documents every year
Having a discussion about your estate plan can be a great way to share your wishes and prevent conflict. Even if you’re hesitant to share details, you should consider letting your family, executors or successor trustees, and loved ones know that you have an estate plan and where the original signed document is located.
Should I store it in a safe deposit box?
A safe deposit box is a secure location, however, it may not be the best place to keep your estate plan. It can be complicated and time-consuming for your loved ones to access your safe deposit box to search for an estate plan. This could be an issue if there are time-sensitive issues, such as needing someone to make health care decisions on your behalf.
What do I do after signing my trust?
Creating your trust is the first part of the estate planning process. After you sign your trust document, the next step is funding it. The process of funding a trust involves transferring assets to it. This is what will prevent your assets from passing through probate. Learn more with this Trust Funding Guide!
Is Trust & Will a law firm?
Trust & Will are not a law firm, and they are not a substitute for a lawyer or a law firm. They cannot give legal advice, guidance or services. No attorney-client relationship is formed by any interactions with them, and information provided to them is not protected by the attorney-client privilege.
That being said, they do offer Attorney Support services in some states, including Michigan.