Trust & Will partners with credit unions to provide their members an easy, affordable, and secure way to set up an estate plan online. We are the highest-rated estate planning provider in the US, have helped over 300k families create their estate plan, and have partners that include Cal Coast Credit Union, SoFi, Fifth Third Bank, AARP, and more. Credit Unions offer Trust & Will as a member benefit and earn revenue on all referral purchases.
Credit Union Magazine’s Spring 2023 issue features the 2023 Credit Union Heroes and examines CUNA-League advocacy priorities, board leadership, the impact of financial well-being efforts, fee-related compliance issues, predictions for the year ahead, and more.